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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K 0.01%
2,000
352
$34K 0.01%
1,600
353
$34K 0.01%
3,711
-927
354
$34K 0.01%
1,050
355
$34K 0.01%
1,384
356
$33K 0.01%
+300
357
$33K 0.01%
3,500
358
$32K ﹤0.01%
500
359
$32K ﹤0.01%
428
360
$32K ﹤0.01%
1,200
361
$32K ﹤0.01%
192
362
$32K ﹤0.01%
3,100
363
$31K ﹤0.01%
260
364
$31K ﹤0.01%
1,000
365
$31K ﹤0.01%
560
366
$31K ﹤0.01%
159
367
$30K ﹤0.01%
+585
368
$30K ﹤0.01%
484
369
$29K ﹤0.01%
333
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$29K ﹤0.01%
6,000
371
$29K ﹤0.01%
350
372
$29K ﹤0.01%
243
373
$28K ﹤0.01%
124
-100
374
$28K ﹤0.01%
1,190
375
$27K ﹤0.01%
150
13 14
15
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