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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99K 0.01%
2,500
227
$99K 0.01%
1,117
-150
228
$97K 0.01%
263
-215
229
$96K 0.01%
1,672
+24
230
$96K 0.01%
2,396
231
$90K 0.01%
4,135
232
$89K 0.01%
3,300
233
$89K 0.01%
4,861
-169
234
$89K 0.01%
100
235
$87K 0.01%
6,000
236
$87K 0.01%
12,595
237
$85K 0.01%
1,400
238
$84K 0.01%
24,031
+3,336
239
$84K 0.01%
2,000
240
$83K 0.01%
1,445
241
$83K 0.01%
4,027
242
$81K 0.01%
660
243
$81K 0.01%
345
244
$80K 0.01%
1,202
245
$79K 0.01%
820
246
$79K 0.01%
1,989
247
$78K 0.01%
+7,000
248
$77K 0.01%
2,935
249
$77K 0.01%
170
250
$75K 0.01%
430
8 9
10
11 12