BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.64M
3
+$1.45M
4
AXSM icon
Axsome Therapeutics
AXSM
+$663K
5
MSI icon
Motorola Solutions
MSI
+$580K

Top Sells

1
+$5.29M
2
+$3.42M
3
+$3.04M
4
BX icon
Blackstone
BX
+$2.02M
5
PYPL icon
PayPal
PYPL
+$1.73M

Sector Composition

1 Technology 19.69%
2 Financials 16.3%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49K 0.01%
300
352
$49K 0.01%
199
+7
353
$48K 0.01%
380
354
$48K 0.01%
750
355
$47K 0.01%
+600
356
$46K 0.01%
362
357
$46K 0.01%
621
358
$46K 0.01%
1,024
359
$45K 0.01%
4,000
360
$45K 0.01%
200
361
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1,157
362
$45K 0.01%
2,000
363
$44K ﹤0.01%
397
+39
364
$44K ﹤0.01%
145
365
$44K ﹤0.01%
386
366
$44K ﹤0.01%
498
367
$43K ﹤0.01%
360
368
$43K ﹤0.01%
2,592
369
$43K ﹤0.01%
400
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$42K ﹤0.01%
8,000
371
$41K ﹤0.01%
262
372
$41K ﹤0.01%
750
373
$41K ﹤0.01%
319
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374
$41K ﹤0.01%
956
375
$40K ﹤0.01%
1,950
-365
13 14
15
16 17