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
$643M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.86M
3
+$1.74M
4
COP icon
ConocoPhillips
COP
+$1.52M
5
V icon
Visa
V
+$1.51M

Top Sells

1
+$7.89M
2
+$3.54M
3
+$2.7M
4
URI icon
United Rentals
URI
+$1.19M
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$251K 0.04%
9,258
+7,258
177
$250K 0.04%
10,692
178
$243K 0.04%
4,575
-500
179
$242K 0.04%
1,556
-10
180
$242K 0.04%
3,847
+200
181
$236K 0.04%
3,830
182
$235K 0.04%
17,850
183
$234K 0.04%
6,770
-2,440
184
$233K 0.04%
2,420
+120
185
$229K 0.04%
6,524
186
$222K 0.03%
1,304
187
$219K 0.03%
2,575
188
$217K 0.03%
5,040
-232
189
$213K 0.03%
1,516
190
$211K 0.03%
4,000
191
$208K 0.03%
2,845
192
$208K 0.03%
+13,376
193
$207K 0.03%
4,850
194
$205K 0.03%
3,470
195
$204K 0.03%
+6,500
196
$200K 0.03%
1,734
197
$197K 0.03%
+4,560
198
$196K 0.03%
8,090
-770
199
$194K 0.03%
+5,423
200
$194K 0.03%
1,443
-275
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8
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