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
326
$38K 0.01%
2,000
327
$37K 0.01%
450
328
$37K 0.01%
192
329
$36K 0.01%
1,500
+500
330
$36K 0.01%
3,500
331
$36K 0.01%
2,000
332
$36K 0.01%
345
-100
333
$36K 0.01%
605
334
$35K 0.01%
2,592
335
$35K 0.01%
175
-50
336
$35K 0.01%
2,450
-1,850
337
$34K 0.01%
200
338
$34K 0.01%
1,330
339
$34K 0.01%
762
340
$33K ﹤0.01%
300
341
$33K ﹤0.01%
1,711
342
$32K ﹤0.01%
1,000
-590
343
$32K ﹤0.01%
225
344
$32K ﹤0.01%
400
345
$32K ﹤0.01%
2,500
346
$31K ﹤0.01%
3,000
+1,500
347
$31K ﹤0.01%
380
348
$31K ﹤0.01%
716
349
$31K ﹤0.01%
944
350
$31K ﹤0.01%
2,450
12 13
14
15 16