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
126
$640K 0.04%
6,964
127
$639K 0.04%
2,583
128
$605K 0.04%
649
+3
129
$597K 0.04%
6,255
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130
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2,150
131
$587K 0.04%
8,178
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132
$581K 0.04%
7,904
-50,667
133
$573K 0.04%
+12,455
134
$571K 0.04%
13,070
135
$547K 0.04%
2,770
136
$528K 0.04%
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137
$526K 0.04%
17,373
138
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855
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139
$523K 0.04%
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140
$522K 0.04%
442
141
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1,060
142
$506K 0.04%
5,762
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143
$506K 0.04%
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144
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145
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146
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147
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40,954
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148
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4,000
149
$467K 0.03%
4,450
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150
$465K 0.03%
4,529
-89
4 5
6
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