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
576
$5K ﹤0.01%
147
+80
577
$5K ﹤0.01%
66
578
$5K ﹤0.01%
120
+20
579
$5K ﹤0.01%
65
580
$5K ﹤0.01%
+100
581
$5K ﹤0.01%
120
582
$5K ﹤0.01%
136
583
$5K ﹤0.01%
800
584
$5K ﹤0.01%
+350
585
$5K ﹤0.01%
100
586
$5K ﹤0.01%
41
587
$5K ﹤0.01%
33
588
$5K ﹤0.01%
+200
589
$5K ﹤0.01%
170
590
$4K ﹤0.01%
80
591
$4K ﹤0.01%
75
592
$4K ﹤0.01%
50
593
$4K ﹤0.01%
100
594
$4K ﹤0.01%
98
595
$4K ﹤0.01%
60
596
$4K ﹤0.01%
125
597
$4K ﹤0.01%
47
+7
598
$4K ﹤0.01%
147
599
$4K ﹤0.01%
255
600
$4K ﹤0.01%
+10