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
276
$57K 0.01%
14,530
277
$57K 0.01%
333
278
$57K 0.01%
2,230
279
$57K 0.01%
1,084
280
$57K 0.01%
1,000
281
$56K 0.01%
500
282
$55K 0.01%
349
283
$55K 0.01%
500
284
$54K 0.01%
2,466
285
$53K 0.01%
1,245
286
$53K 0.01%
525
287
$52K 0.01%
350
288
$52K 0.01%
6,000
289
$52K 0.01%
200
290
$52K 0.01%
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291
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936
292
$51K 0.01%
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293
$50K 0.01%
+500
294
$50K 0.01%
981
295
$50K 0.01%
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296
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+1,500
297
$47K 0.01%
375
-25
298
$47K 0.01%
300
299
$47K 0.01%
1,394
300
$47K 0.01%
1,955
10 11
12
13 14