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
326
$48K 0.01%
225
327
$48K 0.01%
175
328
$47K 0.01%
3,000
329
$47K 0.01%
+1,335
330
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3,500
331
$47K 0.01%
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332
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333
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1,300
334
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+350
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350
336
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716
337
$43K 0.01%
192
338
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434
339
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750
340
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341
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362
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343
$40K 0.01%
2,000
344
$39K ﹤0.01%
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345
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346
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347
$38K ﹤0.01%
1,157
-1,075
348
$37K ﹤0.01%
400
349
$35K ﹤0.01%
+360
350
$35K ﹤0.01%
1,155
12 13
14
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