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
526
$2K ﹤0.01%
+50
527
$2K ﹤0.01%
+771
528
$2K ﹤0.01%
500
529
$1K ﹤0.01%
35
530
$1K ﹤0.01%
48
531
$1K ﹤0.01%
2,500
532
$1K ﹤0.01%
67
533
$1K ﹤0.01%
6
534
$1K ﹤0.01%
45
535
$1K ﹤0.01%
65
536
$1K ﹤0.01%
34
537
$0 ﹤0.01%
12
538
– –
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539
– –
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540
– –
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541
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-100
542
– –
-2,000
543
$0 ﹤0.01%
10
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$0 ﹤0.01%
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545
$0 ﹤0.01%
100
546
$0 ﹤0.01%
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549
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550
– –
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