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
$614M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$4.76M
3
+$4.62M
4
NKE icon
Nike
NKE
+$1.6M
5
C icon
Citigroup
C
+$1.34M

Top Sells

1
+$11.4M
2
+$3.79M
3
+$3.48M
4
WRK
WestRock Company
WRK
+$2.83M
5
BX icon
Blackstone
BX
+$2.49M

Sector Composition

1 Financials 16.22%
2 Healthcare 12.1%
3 Technology 11.71%
4 Industrials 11.67%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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