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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.43M
3
+$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1
+$5.59M
2
+$4.98M
3
+$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$50K 0.01%
1,520
302
$50K 0.01%
981
303
$50K 0.01%
+310
304
$49K 0.01%
931
305
$48K 0.01%
5,000
306
$48K 0.01%
1,460
307
$48K 0.01%
+798
308
$48K 0.01%
300
309
$47K 0.01%
700
310
$47K 0.01%
+480
311
$47K 0.01%
2,148
312
$47K 0.01%
2,592
313
$46K 0.01%
1,381
314
$45K 0.01%
+2,000
315
$45K 0.01%
125
316
$44K 0.01%
+1,229
317
$43K 0.01%
507
318
$43K 0.01%
1,680
319
$42K 0.01%
1,600
320
$42K 0.01%
4,985
-1,391
321
$41K 0.01%
502
322
$41K 0.01%
+3,500
323
$41K 0.01%
1,000
324
$40K 0.01%
115
325
$40K 0.01%
2,500
11 12
13
14 15