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
76
$1.35M 0.19%
11,482
-814
77
$1.31M 0.18%
4,432
78
$1.29M 0.18%
47,588
+38,330
79
$1.25M 0.18%
4,315
-100
80
$1.19M 0.17%
8,209
-131
81
$1.16M 0.16%
27,789
-1,080
82
$1.15M 0.16%
9,383
+125
83
$1.12M 0.16%
50,494
-12,125
84
$1.11M 0.16%
25,635
+62
85
$1.1M 0.15%
8,513
+350
86
$1.1M 0.15%
44,041
-131
87
$1.1M 0.15%
12,476
-543
88
$1.05M 0.15%
60,266
+34,803
89
$1.05M 0.15%
44,395
+36,578
90
$1.03M 0.14%
72,075
91
$1.01M 0.14%
11,501
+3,586
92
$998K 0.14%
3,211
-280
93
$963K 0.13%
15,846
94
$954K 0.13%
40,496
-2,746
95
$950K 0.13%
9,282
-628
96
$908K 0.13%
23,461
97
$880K 0.12%
10,500
-883
98
$877K 0.12%
11,134
+3,273
99
$866K 0.12%
15,378
-3,955
100
$858K 0.12%
10,521
-50
2 3
4
5 6