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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.07M 0.49%
+98,725
52
$3.02M 0.49%
57,271
+23,850
53
$2.29M 0.37%
13,127
-208
54
$2.19M 0.35%
39,492
+6,472
55
$1.94M 0.31%
84,783
-7,550
56
$1.92M 0.31%
38,600
-33,020
57
$1.8M 0.29%
32,545
58
$1.77M 0.29%
19,424
-8,020
59
$1.77M 0.28%
30,205
-12,930
60
$1.76M 0.28%
14,157
+61
61
$1.69M 0.27%
48,120
-4,800
62
$1.62M 0.26%
+42,790
63
$1.59M 0.26%
35,287
-400
64
$1.53M 0.25%
10,789
65
$1.51M 0.24%
11,810
-704
66
$1.46M 0.23%
18,739
67
$1.43M 0.23%
9,747
-864
68
$1.42M 0.23%
11,501
69
$1.41M 0.23%
70,075
-212
70
$1.37M 0.22%
61,615
+6,500
71
$1.36M 0.22%
16,900
-700
72
$1.36M 0.22%
27,154
-5,449
73
$1.33M 0.21%
22,244
-800
74
$1.32M 0.21%
+18,449
75
$1.32M 0.21%
16,305
1 2
3
4 5