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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$233K 0.04%
10,400
-1,000
177
$232K 0.04%
4,824
178
$232K 0.04%
1,249
179
$228K 0.04%
1,716
-450
180
$227K 0.04%
1,025
181
$217K 0.03%
9,290
182
$215K 0.03%
6,000
183
$215K 0.03%
5,850
-12,565
184
$210K 0.03%
4,500
185
$208K 0.03%
1,354
186
$208K 0.03%
2,355
187
$195K 0.03%
1,363
188
$193K 0.03%
+7,760
189
$190K 0.03%
+4,518
190
$189K 0.03%
3,626
+3,327
191
$188K 0.03%
2,270
192
$182K 0.03%
1,773
-66
193
$181K 0.03%
+2,300
194
$180K 0.03%
3,703
-4,800
195
$179K 0.03%
17,850
196
$178K 0.03%
3,968
-1,100
197
$178K 0.03%
2,846
198
$176K 0.03%
1,270
199
$174K 0.03%
21,381
200
$168K 0.03%
1,412
+922
6 7
8
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