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
176
$315K 0.02%
6,954
-820
177
$315K 0.02%
396
178
$312K 0.02%
2,983
+663
179
$309K 0.02%
1,543
180
$306K 0.02%
657
-158
181
$303K 0.02%
577
+27
182
$294K 0.02%
4,292
183
$293K 0.02%
1,537
184
$292K 0.02%
1,690
185
$292K 0.02%
866
186
$282K 0.02%
23,686
-13,964
187
$280K 0.02%
9,811
-300
188
$278K 0.02%
1,194
-18
189
$277K 0.02%
490
-9,986
190
$259K 0.02%
9,150
-638
191
$258K 0.02%
2,565
-120
192
$257K 0.02%
4,796
193
$254K 0.02%
+6,000
194
$252K 0.02%
5,015
195
$249K 0.02%
7,746
-180
196
$247K 0.02%
+3,652
197
$246K 0.02%
2,112
-795
198
$239K 0.02%
5,499
-6,241
199
$238K 0.02%
1,200
200
$238K 0.02%
896
6 7
8
9 10