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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.43M
3
+$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1
+$5.59M
2
+$4.98M
3
+$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$65K 0.01%
1,989
277
$64K 0.01%
648
278
$64K 0.01%
1,291
+30
279
$64K 0.01%
4,850
280
$62K 0.01%
500
281
$62K 0.01%
5,000
282
$60K 0.01%
7,000
283
$60K 0.01%
571
284
$59K 0.01%
2,000
285
$59K 0.01%
1,135
-770
286
$59K 0.01%
1,880
+400
287
$58K 0.01%
1,300
288
$57K 0.01%
10,750
-3,000
289
$55K 0.01%
1,179
+37
290
$54K 0.01%
804
+577
291
$54K 0.01%
1,250
292
$54K 0.01%
400
-150
293
$54K 0.01%
863
294
$54K 0.01%
3,000
295
$53K 0.01%
333
296
$51K 0.01%
1,010
+350
297
$50K 0.01%
2,021
298
$50K 0.01%
1,970
299
$50K 0.01%
1,970
300
$50K 0.01%
1,995
10 11
12
13 14