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
326
$59K 0.01%
2,025
+1,000
327
$58K 0.01%
3,500
328
$58K 0.01%
380
329
$58K 0.01%
1,300
330
$56K 0.01%
717
+317
331
$56K 0.01%
1,009
-10,325
332
$55K 0.01%
225
333
$55K 0.01%
637
334
$54K 0.01%
+250
335
$54K 0.01%
200
336
$53K 0.01%
262
+37
337
$53K 0.01%
5,500
338
$52K 0.01%
1,000
339
$52K 0.01%
286
-64
340
$52K 0.01%
1,500
+1,250
341
$52K 0.01%
175
342
$51K 0.01%
434
343
$51K 0.01%
400
344
$51K 0.01%
455
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345
$51K 0.01%
936
346
$50K 0.01%
981
347
$50K 0.01%
2,215
+1,400
348
$49K 0.01%
362
349
$49K 0.01%
300
350
$49K 0.01%
4,000
+1,000
12 13
14
15 16