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
$691M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$10.2M
3 +$8.82M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.48M
5
HD icon
Home Depot
HD
+$2.5M

Sector Composition

1 Energy 14.13%
2 Healthcare 12.96%
3 Industrials 12.63%
4 Technology 11.97%
5 Financials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-150,677
252
-7,827
253
-53,069
254
-5,000
255
-30,018
256
-28,000
257
-22,745
258
-5,948
259
-41,005
260
-37,112
261
-30,284