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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$87K 0.01%
419
+70
277
$86K 0.01%
650
+300
278
$85K 0.01%
3,300
279
$83K 0.01%
1,400
280
$83K 0.01%
15,363
+833
281
$82K 0.01%
2,148
282
$81K 0.01%
3,445
-745
283
$79K 0.01%
5,000
+4,000
284
$78K 0.01%
1,000
285
$78K 0.01%
2,000
+500
286
$77K 0.01%
1,250
+153
287
$77K 0.01%
1,272
288
$76K 0.01%
2,319
289
$76K 0.01%
2,704
+238
290
$75K 0.01%
1,335
291
$75K 0.01%
800
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292
$74K 0.01%
525
293
$73K 0.01%
2,408
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294
$72K 0.01%
500
295
$71K 0.01%
115
296
$70K 0.01%
5,750
-250
297
$70K 0.01%
1,170
+170
298
$70K 0.01%
228
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299
$70K 0.01%
2,073
+118
300
$69K 0.01%
960
10 11
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