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
$915M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$3.5M
3 +$3.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.4M
5
CVX icon
Chevron
CVX
+$1.56M

Top Sells

1 +$9.86M
2 +$6.87M
3 +$1.72M
4
BX icon
Blackstone
BX
+$1.69M
5
PEP icon
PepsiCo
PEP
+$1.38M

Sector Composition

1 Technology 18.56%
2 Financials 16.24%
3 Healthcare 11.84%
4 Communication Services 9.59%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$11K ﹤0.01%
29
527
$11K ﹤0.01%
144
528
$11K ﹤0.01%
125
529
$11K ﹤0.01%
400
530
$11K ﹤0.01%
125
531
$10K ﹤0.01%
42
532
$10K ﹤0.01%
+40
533
$10K ﹤0.01%
+180
534
$10K ﹤0.01%
105
535
$10K ﹤0.01%
190
536
$10K ﹤0.01%
35
+15
537
$10K ﹤0.01%
500
538
$10K ﹤0.01%
+1,748
539
$10K ﹤0.01%
200
540
$9K ﹤0.01%
1,000
541
$8K ﹤0.01%
27
542
$8K ﹤0.01%
500
543
$8K ﹤0.01%
+110
544
$8K ﹤0.01%
50
545
$8K ﹤0.01%
132
546
$8K ﹤0.01%
279
547
$8K ﹤0.01%
37
548
$8K ﹤0.01%
50
549
$8K ﹤0.01%
4
550
$8K ﹤0.01%
725
+475