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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$3.43M
3 +$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1 +$5.59M
2 +$4.98M
3 +$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$31K ﹤0.01%
1,000
352
$31K ﹤0.01%
1,050
353
$31K ﹤0.01%
169
354
$30K ﹤0.01%
894
355
$30K ﹤0.01%
260
+110
356
$30K ﹤0.01%
200
357
$30K ﹤0.01%
3,500
358
$30K ﹤0.01%
405
359
$29K ﹤0.01%
851
360
$29K ﹤0.01%
+418
361
$29K ﹤0.01%
448
-360
362
$29K ﹤0.01%
489
+19
363
$29K ﹤0.01%
1,856
364
$28K ﹤0.01%
1,590
-700
365
$28K ﹤0.01%
1,190
366
$28K ﹤0.01%
243
367
$28K ﹤0.01%
+625
368
$28K ﹤0.01%
900
369
$27K ﹤0.01%
333
370
$27K ﹤0.01%
400
371
$27K ﹤0.01%
484
372
$27K ﹤0.01%
343
373
$26K ﹤0.01%
511
374
$26K ﹤0.01%
350
375
$25K ﹤0.01%
150