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
101
$840K 0.12%
7,561
-2,520
102
$803K 0.11%
6,935
-142
103
$738K 0.1%
17,063
104
$709K 0.1%
14,882
105
$663K 0.09%
7,816
-116
106
$657K 0.09%
12,000
107
$640K 0.09%
2
108
$619K 0.09%
28,813
-1,927
109
$619K 0.09%
5,446
110
$611K 0.09%
4,790
-77
111
$609K 0.09%
5,500
112
$598K 0.08%
10,074
+5,499
113
$594K 0.08%
7,523
-526
114
$587K 0.08%
18,400
115
$585K 0.08%
9,700
-650
116
$581K 0.08%
4,347
+1,439
117
$581K 0.08%
11,009
118
$576K 0.08%
2,957
-2,276
119
$574K 0.08%
8,575
-201
120
$557K 0.08%
18,300
121
$535K 0.07%
621
-28
122
$526K 0.07%
9,400
123
$525K 0.07%
11,377
-814
124
$524K 0.07%
10,156
-4,125
125
$522K 0.07%
15,120
3 4
5
6 7