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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$51K 0.01%
+1,050
302
$50K 0.01%
+700
303
$50K 0.01%
+1,500
304
$49K 0.01%
+950
305
$47K 0.01%
+4,300
306
$46K 0.01%
+1,500
307
$46K 0.01%
+900
308
$45K 0.01%
+571
309
$45K 0.01%
+2,200
310
$44K 0.01%
+400
311
$43K 0.01%
+725
312
$43K 0.01%
+526
313
$40K 0.01%
+3,245
314
$38K 0.01%
+250
315
$37K 0.01%
+1,500
316
$36K 0.01%
+3,005
317
$36K 0.01%
+2,164
318
$36K 0.01%
+480
319
$35K 0.01%
+500
320
$34K 0.01%
+450
321
$34K 0.01%
+1,077
322
$34K 0.01%
+443
323
$32K 0.01%
+1,520
324
$32K 0.01%
+4,250
325
$32K 0.01%
+990
11 12
13
14 15