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
201
$167K 0.03%
2,580
-747
202
$164K 0.03%
4,875
203
$164K 0.03%
+3,017
204
$164K 0.03%
3,000
205
$162K 0.03%
5,422
206
$158K 0.03%
+7,196
207
$155K 0.02%
4,000
208
$153K 0.02%
3,470
209
$149K 0.02%
2,377
210
$144K 0.02%
5,066
-7,139
211
$141K 0.02%
1,904
-300
212
$141K 0.02%
10,000
213
$136K 0.02%
1,860
214
$134K 0.02%
2,400
215
$131K 0.02%
2,902
216
$130K 0.02%
2,329
217
$130K 0.02%
4,158
218
$125K 0.02%
1,048
219
$124K 0.02%
8,000
220
$123K 0.02%
875
221
$122K 0.02%
8,075
222
$118K 0.02%
1,495
223
$118K 0.02%
969
224
$115K 0.02%
2,223
225
$115K 0.02%
606
-61
7 8
9
10 11