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
201
$204K 0.03%
2,878
-592
202
$203K 0.03%
10,000
203
$202K 0.03%
2,272
204
$194K 0.03%
6,500
205
$193K 0.03%
3,600
-400
206
$191K 0.03%
542
+142
207
$185K 0.03%
1,088
208
$184K 0.03%
2,846
209
$176K 0.02%
950
+77
210
$175K 0.02%
967
211
$168K 0.02%
1,860
212
$165K 0.02%
2,114
+250
213
$164K 0.02%
6,000
214
$163K 0.02%
21,381
215
$163K 0.02%
6,900
-485
216
$163K 0.02%
14,866
217
$156K 0.02%
1,864
-4,031
218
$152K 0.02%
1,904
219
$146K 0.02%
43,000
220
$145K 0.02%
4,850
221
$144K 0.02%
922
222
$143K 0.02%
1,277
-457
223
$142K 0.02%
4,675
224
$140K 0.02%
548
225
$139K 0.02%
3,018
-200
7 8
9
10 11