BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.94M
3
+$2.51M
4
HPQ icon
HP
HPQ
+$2.26M
5
DHR icon
Danaher
DHR
+$2.09M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$2.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M

Sector Composition

1 Financials 17.65%
2 Healthcare 13.01%
3 Consumer Discretionary 11.86%
4 Technology 11.83%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
636
502
$2K ﹤0.01%
60
503
$2K ﹤0.01%
45
504
$2K ﹤0.01%
49
505
$2K ﹤0.01%
37
506
$2K ﹤0.01%
30
507
$2K ﹤0.01%
+44
508
$1K ﹤0.01%
7
509
$1K ﹤0.01%
37
510
$1K ﹤0.01%
+20
511
$1K ﹤0.01%
45
512
$1K ﹤0.01%
34
513
$1K ﹤0.01%
2,500
514
$1K ﹤0.01%
291
515
– –
-173,295
516
– –
-60
517
– –
-100
518
$0 ﹤0.01%
10
519
– –
-3,630
520
– –
-286
521
– –
-2,000
522
– –
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523
$0 ﹤0.01%
2
524
– –
-550
525
– –
-50
19 20
21
22 23