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
251
$82K 0.01%
10,000
252
$82K 0.01%
+2,935
253
$81K 0.01%
498
254
$81K 0.01%
1,400
255
$79K 0.01%
487
-4,459
256
$79K 0.01%
635
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257
$79K 0.01%
18,000
258
$79K 0.01%
1,989
259
$78K 0.01%
835
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260
$77K 0.01%
771
261
$75K 0.01%
4,000
262
$74K 0.01%
+1,202
263
$74K 0.01%
650
264
$73K 0.01%
833
265
$72K 0.01%
1,200
266
$71K 0.01%
7,755
267
$70K 0.01%
625
268
$69K 0.01%
333
269
$69K 0.01%
+13,630
270
$69K 0.01%
5,000
271
$67K 0.01%
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272
$67K 0.01%
10,000
273
$66K 0.01%
+12,945
274
$65K 0.01%
1,572
+1,200
275
$64K 0.01%
500
9 10
11
12 13