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
76
$2.73M 0.19%
5,490
-132
77
$2.54M 0.18%
12,661
+14
78
$2.21M 0.16%
3,954
-10
79
$1.94M 0.14%
43,820
-600
80
$1.88M 0.13%
2,277
+12
81
$1.84M 0.13%
25,271
+176
82
$1.83M 0.13%
12,234
-373
83
$1.8M 0.13%
13,180
84
$1.72M 0.12%
44,316
-3,500
85
$1.67M 0.12%
82,150
-6,628
86
$1.67M 0.12%
16,839
-77
87
$1.63M 0.11%
7,758
-194
88
$1.6M 0.11%
9,549
+485
89
$1.46M 0.1%
1,545
-109
90
$1.44M 0.1%
17,177
91
$1.39M 0.1%
3,789
-7
92
$1.38M 0.1%
12,630
-96
93
$1.22M 0.09%
3,918
-230
94
$1.19M 0.08%
11,895
+49
95
$1.17M 0.08%
5,237
-60
96
$1.12M 0.08%
5,609
97
$1.07M 0.07%
5,500
98
$1.05M 0.07%
41,006
-14,069
99
$1.03M 0.07%
10,995
-1,846
100
$992K 0.07%
4,173
-1,065
2 3
4
5 6