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
76
$1.27M 0.2%
10,806
-100
77
$1.21M 0.2%
6,950
-2,400
78
$1.16M 0.19%
7,989
-120
79
$1.15M 0.18%
4,962
-125
80
$1.15M 0.18%
11,140
+610
81
$1.13M 0.18%
6,160
-800
82
$1.1M 0.18%
34,508
83
$1.1M 0.18%
22,544
-450
84
$1.06M 0.17%
13,790
85
$1.05M 0.17%
20,624
-980
86
$1.05M 0.17%
51,544
+30,444
87
$1.05M 0.17%
68,136
88
$1.01M 0.16%
9,653
-3,575
89
$1.01M 0.16%
5,730
-21,373
90
$983K 0.16%
9,363
+71
91
$946K 0.15%
8,907
-550
92
$943K 0.15%
20,788
93
$924K 0.15%
7,158
-2,000
94
$904K 0.15%
42,154
-1,718
95
$889K 0.14%
22,854
96
$870K 0.14%
9,520
97
$866K 0.14%
6,670
-1,000
98
$846K 0.14%
35,379
-9,235
99
$774K 0.12%
13,278
+8,420
100
$774K 0.12%
9,730
2 3
4
5 6