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

Top Buys

1
+$6.55M
2
+$1.64M
3
+$1.19M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$851K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$681K

Top Sells

1
+$5.51M
2
+$4M
3
+$1.33M
4
HUM icon
Humana
HUM
+$1.2M
5
AMZN icon
Amazon
AMZN
+$628K

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%
88
+20
502
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+70
503
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+120
504
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+130
505
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506
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+170
507
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39
508
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509
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510
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28
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511
$2K ﹤0.01%
8
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515
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516
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+31
517
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+110
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520
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521
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522
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523
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524
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525
$2K ﹤0.01%
+145
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