BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
This Quarter Return
+6.03%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$679M
AUM Growth
+$679M
(+1.1%)
Cap. Flow
-$28M
Cap. Flow
% of AUM
-4.13%
Top 10 Holdings %
Top 10 Hldgs %
30.65%
Holding
539
New
22
Increased
31
Reduced
168
Closed
21
Top Buys
| 1 |
Boeing
BA
|
$2.52M |
| 2 |
Idexx Laboratories
IDXX
|
$1.26M |
| 3 |
Humana
HUM
|
$996K |
| 4 |
Cisco
CSCO
|
$688K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$655K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$7.42M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.44M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$2.09M |
| 4 |
Apple
AAPL
|
$1.41M |
| 5 |
PayPal
PYPL
|
$1.37M |
Sector Composition
| 1 | Financials | 16.74% |
| 2 | Healthcare | 13.49% |
| 3 | Technology | 12.65% |
| 4 | Consumer Discretionary | 10.01% |
| 5 | Industrials | 8.12% |
