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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.08%
4,389
-480
127
$474K 0.08%
10,712
128
$464K 0.07%
3,295
129
$456K 0.07%
1,875
130
$449K 0.07%
3,500
131
$438K 0.07%
6,849
-500
132
$433K 0.07%
18,300
133
$433K 0.07%
3,265
-150
134
$432K 0.07%
10,132
135
$427K 0.07%
12,796
136
$421K 0.07%
15,900
137
$417K 0.07%
16,292
138
$407K 0.07%
8,500
139
$404K 0.07%
24,095
140
$402K 0.06%
11,500
-4,545
141
$400K 0.06%
48,050
+17,050
142
$398K 0.06%
2,825
+300
143
$398K 0.06%
3,281
144
$379K 0.06%
5,221
-2,799
145
$378K 0.06%
10,275
146
$378K 0.06%
2,974
147
$377K 0.06%
9,123
+8,300
148
$376K 0.06%
7,130
+6,280
149
$372K 0.06%
25,490
-500
150
$371K 0.06%
23,166
-4,150
4 5
6
7 8