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
$1.43B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$9.51M
3
+$8.39M
4
COO icon
Cooper Companies
COO
+$4.29M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.21M

Top Sells

1
+$8.1M
2
+$6.42M
3
+$5.65M
4
BND icon
Vanguard Total Bond Market
BND
+$3.72M
5
HON icon
Honeywell
HON
+$2.42M

Sector Composition

1 Technology 26.41%
2 Financials 12.94%
3 Healthcare 9.09%
4 Industrials 7.37%
5 Consumer Staples 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.5M 0.6%
54,408
-166
52
$7.97M 0.56%
101,868
-1,970
53
$7.37M 0.52%
29,708
-5,361
54
$7.18M 0.5%
172,129
-496
55
$6.58M 0.46%
37,471
-135
56
$5.8M 0.41%
37,612
-2,577
57
$5.78M 0.41%
49,570
58
$5M 0.35%
268,753
-17,826
59
$4.68M 0.33%
7,943
-120
60
$4.62M 0.32%
41,420
-6,858
61
$4.38M 0.31%
27,592
-3,080
62
$3.94M 0.28%
8,119
-878
63
$3.91M 0.27%
30,469
+540
64
$3.5M 0.25%
358,461
+2,500
65
$3.4M 0.24%
170,105
-1,629
66
$3.34M 0.23%
10,944
-1,289
67
$3.27M 0.23%
6,365
+349
68
$3.17M 0.22%
5,502
-91
69
$3.09M 0.22%
51,439
-2,927
70
$3.06M 0.21%
58,937
-20,571
71
$3.03M 0.21%
8,140
-1,205
72
$2.96M 0.21%
15,877
+90
73
$2.8M 0.2%
33,965
-1,672
74
$2.78M 0.2%
46,375
-400
75
$2.77M 0.19%
38,743
-7,608
1 2
3
4 5