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
$795M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.95M
3
+$3.01M
4
WM icon
Waste Management
WM
+$2.97M
5
CMCSA icon
Comcast
CMCSA
+$2.92M

Top Sells

1
+$8.14M
2
+$6.28M
3
+$4.35M
4
A icon
Agilent Technologies
A
+$4.26M
5
DIS icon
Walt Disney
DIS
+$3.48M

Sector Composition

1 Technology 18.36%
2 Financials 14.82%
3 Healthcare 13.91%
4 Communication Services 8.95%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$61K 0.01%
511
302
$59K 0.01%
1,500
303
$58K 0.01%
254
304
$58K 0.01%
2,148
305
$58K 0.01%
1,955
306
$58K 0.01%
+5,500
307
$55K 0.01%
1,520
308
$55K 0.01%
225
309
$54K 0.01%
350
310
$54K 0.01%
960
311
$53K 0.01%
+360
312
$53K 0.01%
547
313
$53K 0.01%
510
-400
314
$53K 0.01%
12,500
315
$52K 0.01%
350
316
$52K 0.01%
936
317
$50K 0.01%
+1,000
318
$50K 0.01%
1,000
319
$50K 0.01%
981
320
$50K 0.01%
2,780
321
$49K 0.01%
380
322
$49K 0.01%
309
+109
323
$49K 0.01%
637
-75
324
$48K 0.01%
300
325
$48K 0.01%
400
11 12
13
14 15