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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$3.43M
3 +$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1 +$5.59M
2 +$4.98M
3 +$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$25K ﹤0.01%
1,600
377
$25K ﹤0.01%
2,247
378
$24K ﹤0.01%
6,000
379
$24K ﹤0.01%
2,094
380
$23K ﹤0.01%
416
381
$23K ﹤0.01%
918
382
$23K ﹤0.01%
287
383
$23K ﹤0.01%
200
384
$23K ﹤0.01%
90
385
$22K ﹤0.01%
897
386
$22K ﹤0.01%
1,500
387
$22K ﹤0.01%
120
-106
388
$22K ﹤0.01%
330
389
$22K ﹤0.01%
450
390
$22K ﹤0.01%
920
391
$22K ﹤0.01%
200
392
$21K ﹤0.01%
400
393
$21K ﹤0.01%
205
-89
394
$21K ﹤0.01%
230
395
$21K ﹤0.01%
+480
396
$21K ﹤0.01%
248
397
$21K ﹤0.01%
1,000
398
$20K ﹤0.01%
+400
399
$20K ﹤0.01%
270
400
$19K ﹤0.01%
500