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
$915M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.5M
3
+$3.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.4M
5
CVX icon
Chevron
CVX
+$1.56M

Top Sells

1
+$9.86M
2
+$6.87M
3
+$1.72M
4
BX icon
Blackstone
BX
+$1.69M
5
PEP icon
PepsiCo
PEP
+$1.38M

Sector Composition

1 Technology 18.56%
2 Financials 16.24%
3 Healthcare 11.84%
4 Communication Services 9.59%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350K 0.04%
600
152
$343K 0.04%
1,250
153
$320K 0.04%
10,796
154
$316K 0.03%
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155
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156
$311K 0.03%
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157
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1,308
158
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5,059
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160
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161
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162
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163
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164
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165
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166
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167
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172
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173
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19,869
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174
$255K 0.03%
483
175
$253K 0.03%
700
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