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
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+170
502
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147
503
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+130
504
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+120
505
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+70
506
$3K ﹤0.01%
88
+20
507
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33
508
$3K ﹤0.01%
100
509
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100
510
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56
+13
511
$2K ﹤0.01%
500
512
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+771
513
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+50
514
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+145
515
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+14
516
$2K ﹤0.01%
+160
517
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518
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12
519
$2K ﹤0.01%
+225
520
$2K ﹤0.01%
250
521
$2K ﹤0.01%
+110
522
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+110
523
$2K ﹤0.01%
+31
524
$2K ﹤0.01%
49
525
$2K ﹤0.01%
45
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