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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K 0.02%
+16,292
227
$103K 0.02%
3,900
228
$102K 0.02%
950
229
$102K 0.02%
+2,910
230
$102K 0.02%
12,500
231
$100K 0.02%
2,500
232
$99K 0.01%
3,098
233
$99K 0.01%
2,245
234
$95K 0.01%
2,000
235
$94K 0.01%
+379
236
$94K 0.01%
700
237
$93K 0.01%
400
238
$92K 0.01%
985
-126
239
$91K 0.01%
800
240
$90K 0.01%
1,431
+500
241
$89K 0.01%
2,472
242
$89K 0.01%
430
243
$88K 0.01%
1,380
244
$87K 0.01%
+2,265
245
$87K 0.01%
6,200
246
$86K 0.01%
1,480
+1,440
247
$86K 0.01%
5,333
248
$85K 0.01%
345
249
$85K 0.01%
530
250
$85K 0.01%
+3,300
8 9
10
11 12