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
276
$49K 0.01%
+936
277
$48K 0.01%
1,770
+135
278
$48K 0.01%
981
279
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1,035
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280
$48K 0.01%
14,913
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281
$47K 0.01%
300
282
$46K 0.01%
+500
283
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400
284
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1,000
-200
285
$46K 0.01%
350
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286
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+3,124
287
$46K 0.01%
1,955
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288
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289
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290
$45K 0.01%
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291
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292
$45K 0.01%
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293
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294
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295
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6,000
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296
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297
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298
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500
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299
$41K 0.01%
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300
$41K 0.01%
300
10 11
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