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
601
$4K ﹤0.01%
51
602
$4K ﹤0.01%
+233
603
$4K ﹤0.01%
25
604
$3K ﹤0.01%
23
605
$3K ﹤0.01%
30
606
$3K ﹤0.01%
400
607
$3K ﹤0.01%
56
608
$3K ﹤0.01%
100
609
$3K ﹤0.01%
33
610
$3K ﹤0.01%
+110
611
$3K ﹤0.01%
110
612
$3K ﹤0.01%
93
613
$3K ﹤0.01%
12
614
$3K ﹤0.01%
60
615
$3K ﹤0.01%
10
616
$3K ﹤0.01%
+79
617
$3K ﹤0.01%
+66
618
$3K ﹤0.01%
+30
619
$3K ﹤0.01%
+25
620
$3K ﹤0.01%
55
621
$3K ﹤0.01%
500
622
$2K ﹤0.01%
561
623
$2K ﹤0.01%
18
624
$2K ﹤0.01%
+100
625
$2K ﹤0.01%
49