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
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.34M
3
+$5.22M
4
EBAY icon
eBay
EBAY
+$4.7M
5
SODA
SodaStream International Ltd
SODA
+$3.99M

Top Sells

1
+$2.63M
2
+$2.58M
3
+$2.54M
4
CB
CHUBB CORPORATION
CB
+$2.1M
5
UAN icon
CVR Partners
UAN
+$2.06M

Sector Composition

1 Energy 15.9%
2 Technology 11.8%
3 Industrials 11.52%
4 Financials 10.33%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.01%
10,000
227
$58K 0.01%
923
-145
228
$49K 0.01%
7,683
229
$31K 0.01%
+667
230
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-75,510
231
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235
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-14,953
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240
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241
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242
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