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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$66K 0.01%
+500
277
$66K 0.01%
+605
278
$66K 0.01%
12,500
+2,500
279
$65K 0.01%
+7,400
280
$63K 0.01%
+573
281
$63K 0.01%
+1,000
282
$63K 0.01%
+240
283
$63K 0.01%
+1,405
284
$62K 0.01%
+2,160
285
$61K 0.01%
+7,000
286
$60K 0.01%
+1,903
287
$60K 0.01%
+938
288
$59K 0.01%
+800
289
$57K 0.01%
+6,000
290
$57K 0.01%
+500
291
$56K 0.01%
+1,170
292
$56K 0.01%
+2,539
293
$55K 0.01%
+750
294
$54K 0.01%
+4,500
295
$54K 0.01%
+1,818
296
$52K 0.01%
+522
297
$52K 0.01%
+650
298
$51K 0.01%
+2,750
299
$51K 0.01%
+1,291
300
$51K 0.01%
+1,300
10 11
12
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