BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
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
+$4.68M
2
+$4.64M
3
+$2.55M
4
HPQ icon
HP
HPQ
+$2.12M
5
DHR icon
Danaher
DHR
+$1.98M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$1.97M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.67M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.29M

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%
+39
508
$1K ﹤0.01%
+20
509
$1K ﹤0.01%
45
510
$1K ﹤0.01%
34
511
$1K ﹤0.01%
2,500
512
$1K ﹤0.01%
291
513
$1K ﹤0.01%
7
514
$1K ﹤0.01%
37
515
$0 ﹤0.01%
2
516
– –
-550
517
– –
-50
518
$0 ﹤0.01%
12
519
– –
-1,512
520
– –
-103
521
– –
-230
522
– –
-8,798
523
$0 ﹤0.01%
+10
524
– –
-2,750
525
$0 ﹤0.01%
10
-40
19 20
21
22 23