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
$714M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.94M
3
+$2.51M
4
HPQ icon
HP
HPQ
+$2.26M
5
DHR icon
Danaher
DHR
+$2.09M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$2.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M

Sector Composition

1 Financials 17.65%
2 Healthcare 13.01%
3 Consumer Discretionary 11.86%
4 Technology 11.83%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$273K 0.04%
1,635
+79
177
$272K 0.04%
12,550
-484
178
$271K 0.04%
8,000
179
$264K 0.04%
3,604
+422
180
$262K 0.04%
2,420
181
$261K 0.04%
3,610
-220
182
$258K 0.04%
2,245
+2,055
183
$250K 0.04%
1,775
-145
184
$249K 0.03%
+1,843
185
$249K 0.03%
10,692
186
$247K 0.03%
5,222
-1,000
187
$244K 0.03%
5,025
-15
188
$244K 0.03%
+1,275
189
$241K 0.03%
+1,635
190
$235K 0.03%
12,719
-891
191
$235K 0.03%
1,223
-81
192
$234K 0.03%
20,131
+9,588
193
$233K 0.03%
6,524
194
$231K 0.03%
3,788
-190
195
$225K 0.03%
3,492
+291
196
$221K 0.03%
1,465
+22
197
$219K 0.03%
4,287
-800
198
$216K 0.03%
1,290
+1,043
199
$215K 0.03%
8,730
+640
200
$212K 0.03%
3,847
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