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
151
$386K 0.05%
4,641
-168
152
$386K 0.05%
6,364
-406
153
$383K 0.05%
6,161
+4,153
154
$383K 0.05%
22,913
155
$381K 0.05%
1,838
+95
156
$366K 0.05%
776
+641
157
$365K 0.05%
600
158
$363K 0.05%
7,685
-226
159
$362K 0.05%
22,295
160
$355K 0.05%
19,500
161
$354K 0.05%
5,222
162
$349K 0.05%
9,860
-800
163
$347K 0.05%
4,216
+38
164
$341K 0.05%
10,331
-809
165
$336K 0.05%
4,139
-277
166
$332K 0.05%
1,249
167
$332K 0.05%
5,000
168
$320K 0.04%
5,812
169
$319K 0.04%
2,120
+1,920
170
$312K 0.04%
+2,145
171
$310K 0.04%
10,500
172
$301K 0.04%
6,900
173
$295K 0.04%
11,100
174
$289K 0.04%
250
175
$280K 0.04%
2,660
5 6
7
8 9