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BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.38B
1-Year Est. Return
19.95%
This Fund
S&P 500
1 Year Est. Return
+19.95%
AUM
$795M
AUM Growth
+$64.2M
(+8.8%)
Holding
579
Top Buys
| 1 | +$3.85M | |
| 2 | +$3.82M | |
| 3 | +$2.93M | |
| 4 |
Estee Lauder
EL
|
+$2.72M |
| 5 |
Comcast
CMCSA
|
+$2.67M |
Top Sells
| 1 | +$7.25M | |
| 2 | +$6.49M | |
| 3 | +$3.97M | |
| 4 |
Bank of America
BAC
|
+$3.85M |
| 5 |
Horace Mann Educators
HMN
|
+$2.99M |
Sector Composition
| 1 | Technology | 18.36% |
| 2 | Financials | 14.82% |
| 3 | Healthcare | 13.92% |
| 4 | Communication Services | 8.95% |
| 5 | Consumer Discretionary | 8.86% |