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
201
$237K 0.02%
+6,000
202
$234K 0.02%
+878
203
$233K 0.02%
916
204
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3,763
-2,628
205
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206
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29,196
-22,720
207
$223K 0.02%
818
208
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209
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-70
210
$217K 0.02%
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-95
211
$214K 0.02%
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212
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+3,368
213
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2,237
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214
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215
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216
$207K 0.01%
407
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217
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218
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219
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220
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221
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12,100
222
$203K 0.01%
11,143
-4,389
223
$180K 0.01%
10,171
-4,134
224
$159K 0.01%
10,610
225
$151K 0.01%
11,744
6 7 8
9
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