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
$593M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.57M
4
PYPL icon
PayPal
PYPL
+$4.05M
5
SIVB
SVB Financial Group
SIVB
+$3.47M

Top Sells

1
+$13.6M
2
+$12M
3
+$11.7M
4
KMI icon
Kinder Morgan
KMI
+$5.83M
5
HST icon
Host Hotels & Resorts
HST
+$2.9M

Sector Composition

1 Financials 14.57%
2 Healthcare 13.89%
3 Technology 12.31%
4 Consumer Discretionary 11.36%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
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