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
351
$24K ﹤0.01%
+500
352
$23K ﹤0.01%
+700
353
$23K ﹤0.01%
+2,840
354
$22K ﹤0.01%
+400
355
$22K ﹤0.01%
+1,500
356
$22K ﹤0.01%
+1,000
357
$22K ﹤0.01%
+500
358
$22K ﹤0.01%
+274
359
$20K ﹤0.01%
+248
360
$20K ﹤0.01%
+250
361
$20K ﹤0.01%
+300
362
$20K ﹤0.01%
+150
363
$20K ﹤0.01%
+1,000
364
$19K ﹤0.01%
+333
365
$19K ﹤0.01%
+1,500
366
$19K ﹤0.01%
+1,400
367
$19K ﹤0.01%
+1,875
368
$19K ﹤0.01%
+408
369
$19K ﹤0.01%
+368
370
$18K ﹤0.01%
545
-18,175
371
$18K ﹤0.01%
+488
372
$18K ﹤0.01%
+1,000
373
$17K ﹤0.01%
+300
374
$17K ﹤0.01%
+340
375
$16K ﹤0.01%
+200
13 14
15
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