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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$51K 0.01%
1,000
302
$51K 0.01%
349
303
$51K 0.01%
1,995
304
$50K 0.01%
615
-1,289
305
$50K 0.01%
981
306
$50K 0.01%
+400
307
$50K 0.01%
1,970
308
$50K 0.01%
2,021
309
$49K 0.01%
972
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310
$49K 0.01%
300
-100
311
$49K 0.01%
+2,450
312
$48K 0.01%
3,000
313
$48K 0.01%
380
314
$48K 0.01%
2,000
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315
$47K 0.01%
115
316
$47K 0.01%
310
317
$47K 0.01%
+867
318
$47K 0.01%
1,680
319
$47K 0.01%
+2,000
320
$46K 0.01%
2,000
321
$46K 0.01%
2,592
322
$46K 0.01%
600
323
$46K 0.01%
2,148
324
$46K 0.01%
300
325
$45K 0.01%
700
11 12
13
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