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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
+278
377
$16K ﹤0.01%
+423
378
$16K ﹤0.01%
+600
379
$16K ﹤0.01%
+1,000
380
$15K ﹤0.01%
+469
381
$15K ﹤0.01%
+1,000
382
$15K ﹤0.01%
+314
383
$15K ﹤0.01%
+700
384
$15K ﹤0.01%
+500
385
$15K ﹤0.01%
+272
386
$14K ﹤0.01%
+1,000
387
$14K ﹤0.01%
+2,500
388
$14K ﹤0.01%
+350
389
$14K ﹤0.01%
+750
390
$14K ﹤0.01%
+1,900
391
$13K ﹤0.01%
+1,000
392
$13K ﹤0.01%
+398
393
$13K ﹤0.01%
+196
394
$13K ﹤0.01%
+450
395
$13K ﹤0.01%
+1,023
396
$13K ﹤0.01%
+1,600
397
$13K ﹤0.01%
+300
398
$13K ﹤0.01%
+343
399
$12K ﹤0.01%
+450
400
$12K ﹤0.01%
+540
14 15
16
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