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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$47K 0.01%
1,683
302
$47K 0.01%
275
+250
303
$46K 0.01%
2,000
304
$46K 0.01%
400
305
$45K 0.01%
830
306
$44K 0.01%
863
307
$44K 0.01%
350
-190
308
$44K 0.01%
254
-128
309
$44K 0.01%
434
310
$44K 0.01%
547
311
$43K 0.01%
1,300
312
$43K 0.01%
225
313
$42K 0.01%
3,200
314
$42K 0.01%
830
315
$42K 0.01%
3,212
316
$41K 0.01%
1,600
317
$41K 0.01%
750
318
$40K 0.01%
300
319
$39K 0.01%
3,000
320
$39K 0.01%
1,520
321
$39K 0.01%
+756
322
$39K 0.01%
2,148
323
$39K 0.01%
5,000
324
$38K 0.01%
225
325
$38K 0.01%
750
11 12
13
14 15