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
276
$64K 0.01%
+1,825
277
$64K 0.01%
7,000
278
$62K 0.01%
613
-35
279
$62K 0.01%
1,394
-963
280
$61K 0.01%
412
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281
$61K 0.01%
2,227
-13,157
282
$60K 0.01%
1,097
283
$60K 0.01%
500
284
$59K 0.01%
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285
$59K 0.01%
1,518
-6,917
286
$59K 0.01%
2,000
287
$58K 0.01%
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288
$57K 0.01%
525
289
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+1,635
290
$56K 0.01%
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291
$56K 0.01%
1,300
292
$56K 0.01%
4,850
293
$55K 0.01%
2,125
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294
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295
$54K 0.01%
5,000
296
$53K 0.01%
1,010
297
$53K 0.01%
1,250
298
$52K 0.01%
650
299
$51K 0.01%
400
300
$51K 0.01%
300
10 11
12
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