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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.01%
+2,000
327
$32K 0.01%
+1,650
328
$31K 0.01%
+400
329
$31K 0.01%
+252
330
$31K 0.01%
+565
331
$30K 0.01%
+1,169
332
$30K 0.01%
+300
333
$30K 0.01%
+350
334
$29K 0.01%
+280
335
$29K 0.01%
+338
336
$29K 0.01%
+1,064
337
$28K 0.01%
+1,218
338
$28K 0.01%
+1,400
339
$28K 0.01%
+100
340
$28K 0.01%
+2,589
341
$27K ﹤0.01%
+1,600
342
$27K ﹤0.01%
+450
343
$27K ﹤0.01%
+2,000
344
$27K ﹤0.01%
+593
345
$26K ﹤0.01%
3,000
-1,071,369
346
$26K ﹤0.01%
+225
347
$25K ﹤0.01%
+634
348
$24K ﹤0.01%
+504
349
$24K ﹤0.01%
590
-132,595
350
$24K ﹤0.01%
+858
12 13
14
15 16