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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26K ﹤0.01%
918
377
$26K ﹤0.01%
894
378
$25K ﹤0.01%
90
379
$25K ﹤0.01%
424
-10,795
380
$25K ﹤0.01%
2,094
381
$25K ﹤0.01%
400
382
$25K ﹤0.01%
1,300
-341,075
383
$25K ﹤0.01%
205
384
$25K ﹤0.01%
200
385
$24K ﹤0.01%
418
386
$24K ﹤0.01%
1,600
387
$24K ﹤0.01%
200
388
$24K ﹤0.01%
990
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389
$24K ﹤0.01%
395
390
$24K ﹤0.01%
343
391
$23K ﹤0.01%
1,500
392
$23K ﹤0.01%
358
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393
$23K ﹤0.01%
400
394
$22K ﹤0.01%
42
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395
$22K ﹤0.01%
851
396
$22K ﹤0.01%
400
397
$22K ﹤0.01%
330
398
$22K ﹤0.01%
287
399
$22K ﹤0.01%
480
400
$22K ﹤0.01%
920
14 15
16
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