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
151
$460K 0.03%
2,115
152
$451K 0.03%
1,979
-1,062
153
$450K 0.03%
4,084
-945
154
$444K 0.03%
3,175
+57
155
$438K 0.03%
3,230
-150
156
$431K 0.03%
1,662
-72
157
$428K 0.03%
7,027
-350
158
$426K 0.03%
778
+13
159
$426K 0.03%
3,496
+170
160
$414K 0.03%
13,350
+4,700
161
$411K 0.03%
15,980
-400
162
$386K 0.03%
2,512
-400
163
$380K 0.03%
1,560
-115
164
$377K 0.03%
3,848
-300
165
$375K 0.03%
1,199
-1
166
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643
167
$356K 0.03%
2,804
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168
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756
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169
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16,243
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170
$345K 0.02%
1,456
171
$336K 0.02%
2,000
172
$322K 0.02%
4,308
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173
$318K 0.02%
1,914
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174
$317K 0.02%
681
+125
175
$317K 0.02%
5,784
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7
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