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
$486M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.8M
3
+$2.56M
4
ST icon
Sensata Technologies
ST
+$1.92M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$1.68M

Top Sells

1
+$7.82M
2
+$3.59M
3
+$3.41M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AMZN icon
Amazon
AMZN
+$2.92M

Sector Composition

1 Financials 14.55%
2 Healthcare 14.38%
3 Technology 12.3%
4 Energy 11.84%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K ﹤0.01%
385
-42,614
352
$17K ﹤0.01%
+500
353
$17K ﹤0.01%
200
354
$17K ﹤0.01%
250
-688
355
$17K ﹤0.01%
278
356
$16K ﹤0.01%
2,500
357
$16K ﹤0.01%
1,800
358
$16K ﹤0.01%
1,500
-375
359
$16K ﹤0.01%
2,000
+500
360
$15K ﹤0.01%
314
361
$15K ﹤0.01%
700
362
$15K ﹤0.01%
500
363
$15K ﹤0.01%
250
-118
364
$14K ﹤0.01%
1,000
365
$14K ﹤0.01%
128
-11,939
366
$14K ﹤0.01%
196
367
$14K ﹤0.01%
500
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368
$14K ﹤0.01%
1,600
369
$14K ﹤0.01%
275
-14,285
370
$14K ﹤0.01%
272
371
$13K ﹤0.01%
1,000
372
$13K ﹤0.01%
1,000
-400
373
$13K ﹤0.01%
1,023
374
$13K ﹤0.01%
750
375
$13K ﹤0.01%
400
13 14
15
16 17