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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$69K 0.01%
12,500
302
$68K 0.01%
770
-54
303
$67K 0.01%
4,000
+1,000
304
$67K 0.01%
670
305
$67K 0.01%
510
306
$67K 0.01%
2,000
307
$66K 0.01%
254
308
$66K 0.01%
1,520
309
$66K 0.01%
1,600
310
$66K 0.01%
675
311
$65K 0.01%
+436
312
$65K 0.01%
1,019
+303
313
$65K 0.01%
498
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314
$64K 0.01%
931
315
$64K 0.01%
1,711
316
$64K 0.01%
+2,500
317
$64K 0.01%
+500
318
$63K 0.01%
2,000
319
$63K 0.01%
500
320
$62K 0.01%
2,000
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321
$62K 0.01%
1,065
322
$61K 0.01%
1,000
323
$60K 0.01%
+2,469
324
$60K 0.01%
2,780
325
$59K 0.01%
+2,390
11 12
13
14 15