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
126
$517K 0.07%
3,500
127
$515K 0.07%
3,205
+250
128
$514K 0.07%
9,257
-599
129
$491K 0.07%
10,712
130
$488K 0.07%
2,148
+400
131
$486K 0.07%
+11,330
132
$473K 0.07%
16,387
-7,614
133
$466K 0.07%
18,136
-6,050
134
$464K 0.07%
4,906
135
$464K 0.07%
10,391
-730
136
$461K 0.06%
13,296
-9,784
137
$459K 0.06%
2,060
+174
138
$449K 0.06%
32,905
-16,266
139
$446K 0.06%
3,045
140
$441K 0.06%
3,912
+142
141
$434K 0.06%
4,027
142
$432K 0.06%
+6,350
143
$431K 0.06%
3,325
+25
144
$419K 0.06%
9,600
145
$415K 0.06%
7,657
146
$413K 0.06%
9,621
-654
147
$410K 0.06%
14,313
+8,864
148
$397K 0.06%
17,610
149
$395K 0.06%
6,811
150
$387K 0.05%
2,350
-265
4 5
6
7 8