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
$795M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.95M
3
+$3.01M
4
WM icon
Waste Management
WM
+$2.97M
5
CMCSA icon
Comcast
CMCSA
+$2.92M

Top Sells

1
+$8.14M
2
+$6.28M
3
+$4.35M
4
A icon
Agilent Technologies
A
+$4.26M
5
DIS icon
Walt Disney
DIS
+$3.48M

Sector Composition

1 Technology 18.36%
2 Financials 14.82%
3 Healthcare 13.91%
4 Communication Services 8.95%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K ﹤0.01%
505
352
$35K ﹤0.01%
231
353
$35K ﹤0.01%
1,033
354
$35K ﹤0.01%
2,450
355
$34K ﹤0.01%
300
356
$34K ﹤0.01%
200
357
$33K ﹤0.01%
450
358
$33K ﹤0.01%
193
359
$33K ﹤0.01%
386
360
$33K ﹤0.01%
956
361
$33K ﹤0.01%
635
362
$33K ﹤0.01%
944
363
$32K ﹤0.01%
8,000
364
$32K ﹤0.01%
19
365
$32K ﹤0.01%
2,094
366
$31K ﹤0.01%
480
367
$31K ﹤0.01%
621
368
$31K ﹤0.01%
1,000
369
$30K ﹤0.01%
400
370
$29K ﹤0.01%
660
371
$29K ﹤0.01%
400
372
$29K ﹤0.01%
3,000
-2,000
373
$28K ﹤0.01%
325
374
$28K ﹤0.01%
394
375
$27K ﹤0.01%
700
13 14
15
16 17