BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.64M
3
+$2.55M
4
HPQ icon
HP
HPQ
+$2.12M
5
DHR icon
Danaher
DHR
+$1.98M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$1.97M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.67M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.29M

Sector Composition

1 Financials 17.65%
2 Healthcare 13.01%
3 Consumer Discretionary 11.86%
4 Technology 11.83%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$0 ﹤0.01%
1
-1
552
– –
-784
553
– –
-2,215
554
$0 ﹤0.01%
115
555
– –
-20
556
– –
-5,987
557
– –
-4,560
558
– –
-6,516
559
$0 ﹤0.01%
3
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