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
251
$75K 0.01%
2,115
+285
252
$75K 0.01%
1,377
253
$74K 0.01%
10,000
254
$73K 0.01%
880
255
$71K 0.01%
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256
$71K 0.01%
665
257
$70K 0.01%
300
258
$69K 0.01%
2,400
-200
259
$68K 0.01%
1,097
260
$68K 0.01%
400
261
$67K 0.01%
4,000
+876
262
$66K 0.01%
735
-255
263
$65K 0.01%
6,833
+1,500
264
$65K 0.01%
2,805
-390
265
$63K 0.01%
8,500
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266
$61K 0.01%
13,870
267
$61K 0.01%
1,770
268
$59K 0.01%
2,000
269
$59K 0.01%
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270
$59K 0.01%
1,272
271
$59K 0.01%
115
272
$59K 0.01%
931
273
$58K 0.01%
6,200
274
$58K 0.01%
1,000
275
$58K 0.01%
310
-194
9 10
11
12 13