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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$63K 0.01%
880
+170
252
$63K 0.01%
700
-400
253
$62K 0.01%
430
254
$61K 0.01%
+1,000
255
$60K 0.01%
540
+75
256
$60K 0.01%
333
257
$59K 0.01%
660
258
$59K 0.01%
2,500
-2,500
259
$59K 0.01%
6,200
260
$59K 0.01%
765
261
$58K 0.01%
1,097
262
$57K 0.01%
418
263
$57K 0.01%
600
264
$56K 0.01%
1,430
-183,413
265
$55K 0.01%
1,860
266
$55K 0.01%
1,394
267
$53K 0.01%
14,530
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268
$52K 0.01%
931
-500
269
$52K 0.01%
382
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270
$50K 0.01%
115
271
$50K 0.01%
2,230
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272
$50K 0.01%
500
273
$50K 0.01%
1,995
274
$50K 0.01%
1,970
275
$49K 0.01%
400
-300
9 10
11
12 13