BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+4.7%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$643M
AUM Growth
+$25.2M
(+4.1%)
Cap. Flow
+$1.53M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
537
New
40
Increased
87
Reduced
86
Closed
19
Top Buys
| 1 |
Cohen & Steers Duration Preferred & Income Fund
LDP
|
$2.32M |
| 2 |
HP
HPQ
|
$1.86M |
| 3 |
Intercontinental Exchange
ICE
|
$1.74M |
| 4 |
ConocoPhillips
COP
|
$1.52M |
| 5 |
Visa
V
|
$1.51M |
Top Sells
| 1 |
Check Point Software Technologies
CHKP
|
$7.89M |
| 2 |
Mohawk Industries
MHK
|
$3.54M |
| 3 |
Amazon
AMZN
|
$2.7M |
| 4 |
United Rentals
URI
|
$1.19M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$741K |
Sector Composition
| 1 | Financials | 17.73% |
| 2 | Consumer Discretionary | 12.38% |
| 3 | Healthcare | 11.73% |
| 4 | Technology | 10.69% |
| 5 | Industrials | 9.4% |
