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
$714M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.94M
3
+$2.51M
4
HPQ icon
HP
HPQ
+$2.26M
5
DHR icon
Danaher
DHR
+$2.09M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$2.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M

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
51
$3.82M 0.54%
85,098
+2,170
52
$3.56M 0.5%
33,924
+1,035
53
$3.44M 0.48%
38,030
+2,436
54
$3.16M 0.44%
42,245
+1,565
55
$2.68M 0.38%
34,625
+2,465
56
$2.63M 0.37%
23,307
+3,986
57
$2.33M 0.33%
13,135
+385
58
$2.21M 0.31%
12,519
+1,280
59
$2.09M 0.29%
12,276
+1,781
60
$2.06M 0.29%
28,748
+7
61
$1.98M 0.28%
8,089
+1,391
62
$1.92M 0.27%
28,364
+8,427
63
$1.87M 0.26%
+26,700
64
$1.82M 0.25%
44,295
-39,728
65
$1.81M 0.25%
26,770
-180
66
$1.8M 0.25%
10,932
+1,269
67
$1.69M 0.24%
18,859
-795
68
$1.68M 0.24%
31,966
69
$1.58M 0.22%
9,643
-665
70
$1.57M 0.22%
20,550
-1,675
71
$1.52M 0.21%
12,992
+3,025
72
$1.5M 0.21%
38,105
+7,166
73
$1.46M 0.2%
5,402
-377
74
$1.45M 0.2%
52,040
75
$1.36M 0.19%
11,903
-833
1 2
3
4 5