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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31K ﹤0.01%
1,000
352
$30K ﹤0.01%
550
353
$30K ﹤0.01%
420
354
$30K ﹤0.01%
956
355
$29K ﹤0.01%
343
356
$28K ﹤0.01%
1,033
-17
357
$27K ﹤0.01%
351
358
$27K ﹤0.01%
386
359
$27K ﹤0.01%
900
360
$26K ﹤0.01%
2,094
361
$26K ﹤0.01%
1,000
362
$25K ﹤0.01%
362
-900
363
$25K ﹤0.01%
480
364
$25K ﹤0.01%
200
365
$25K ﹤0.01%
10,000
366
$25K ﹤0.01%
990
367
$24K ﹤0.01%
660
368
$24K ﹤0.01%
145
369
$24K ﹤0.01%
400
370
$24K ﹤0.01%
418
371
$24K ﹤0.01%
500
372
$24K ﹤0.01%
373
373
$24K ﹤0.01%
200
374
$24K ﹤0.01%
560
375
$23K ﹤0.01%
201
-1,941
13 14
15
16 17