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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41K 0.01%
750
302
$41K 0.01%
1,683
+34
303
$41K 0.01%
3,212
+235
304
$40K 0.01%
547
-66
305
$38K 0.01%
434
306
$38K 0.01%
300
307
$38K 0.01%
1,590
308
$38K 0.01%
750
309
$38K 0.01%
7,580
310
$37K 0.01%
5,000
311
$37K 0.01%
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312
$36K 0.01%
2,000
313
$36K 0.01%
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314
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315
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830
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316
$36K 0.01%
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317
$35K 0.01%
450
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318
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319
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$33K 0.01%
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225
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323
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2,000
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324
$32K 0.01%
3,000
325
$32K 0.01%
300
11 12
13
14 15