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
101
$932K 0.07%
6,348
102
$907K 0.06%
17,000
103
$907K 0.06%
6,839
-528
104
$907K 0.06%
3,205
-281
105
$890K 0.06%
30,399
-4,771
106
$851K 0.06%
8,728
107
$845K 0.06%
1,614
-40
108
$837K 0.06%
17,727
109
$831K 0.06%
12,030
110
$822K 0.06%
30,931
-10,616
111
$778K 0.05%
15,308
+5,664
112
$775K 0.05%
5,610
-275
113
$772K 0.05%
5,429
114
$772K 0.05%
1,644
115
$766K 0.05%
16,584
116
$748K 0.05%
16,519
+74
117
$739K 0.05%
29,163
-3,012
118
$725K 0.05%
2,741
-19
119
$685K 0.05%
15,720
120
$671K 0.05%
17,525
121
$660K 0.05%
11,360
122
$656K 0.05%
6,600
123
$646K 0.05%
21,871
+12,314
124
$645K 0.05%
1,955
+30
125
$643K 0.05%
6,515
-506
3 4
5
6 7