BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
-5.15%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$944M
AUM Growth
-$56.2M
(-5.6%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
43.15%
Holding
707
New
71
Increased
160
Reduced
104
Closed
35
Top Buys
| 1 |
CF Industries
CF
|
+$6.21M |
| 2 |
Prologis
PLD
|
+$3.72M |
| 3 |
PNC Financial Services
PNC
|
+$2.9M |
| 4 |
Amazon
AMZN
|
+$2.48M |
| 5 |
Apple
AAPL
|
+$2.15M |
Top Sells
| 1 |
Regeneron Pharmaceuticals
REGN
|
+$8.84M |
| 2 |
Ecolab
ECL
|
+$8.36M |
| 3 |
Intercontinental Exchange
ICE
|
+$8.21M |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.78M |
| 5 |
iShares Gold Trust
IAU
|
+$1.32M |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Financials | 14.39% |
| 3 | Healthcare | 11.07% |
| 4 | Communication Services | 9.37% |
| 5 | Consumer Staples | 8.36% |
