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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49K 0.01%
+300
352
$47K 0.01%
2,000
353
$46K 0.01%
309
354
$45K 0.01%
1,157
355
$44K 0.01%
220
+150
356
$44K 0.01%
192
357
$43K 0.01%
2,000
358
$42K 0.01%
415
+365
359
$42K 0.01%
2,592
360
$42K 0.01%
400
361
$42K 0.01%
+319
362
$42K 0.01%
2,450
363
$41K ﹤0.01%
360
364
$41K ﹤0.01%
+592
365
$41K ﹤0.01%
3,000
366
$41K ﹤0.01%
635
367
$40K ﹤0.01%
+3,000
368
$40K ﹤0.01%
3,033
+1,375
369
$40K ﹤0.01%
750
370
$39K ﹤0.01%
8,000
371
$39K ﹤0.01%
+1,000
372
$39K ﹤0.01%
956
373
$38K ﹤0.01%
318
+250
374
$38K ﹤0.01%
+5,000
375
$38K ﹤0.01%
505
13 14
15
16 17