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
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$272K 0.04%
1,641
+150
152
$270K 0.04%
3,225
+725
153
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2,420
154
$269K 0.04%
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155
$266K 0.04%
1,480
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156
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1,260
157
$261K 0.04%
4,766
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158
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8,140
159
$257K 0.04%
4,416
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160
$251K 0.04%
8,658
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161
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162
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163
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2,927
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164
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165
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166
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167
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168
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169
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170
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10,000
171
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172
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173
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1,088
174
$217K 0.03%
2,660
175
$216K 0.03%
4,287
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7
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