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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K ﹤0.01%
480
377
$20K ﹤0.01%
373
378
$20K ﹤0.01%
2,500
379
$19K ﹤0.01%
1,000
380
$19K ﹤0.01%
400
381
$19K ﹤0.01%
418
382
$19K ﹤0.01%
7,250
-12,881
383
$19K ﹤0.01%
200
-750
384
$18K ﹤0.01%
1,500
385
$18K ﹤0.01%
2,600
386
$18K ﹤0.01%
75
387
$18K ﹤0.01%
134
388
$17K ﹤0.01%
200
389
$17K ﹤0.01%
314
390
$16K ﹤0.01%
330
391
$16K ﹤0.01%
3,711
392
$16K ﹤0.01%
2,500
393
$16K ﹤0.01%
10,000
394
$16K ﹤0.01%
2,557
395
$15K ﹤0.01%
894
396
$15K ﹤0.01%
350
397
$15K ﹤0.01%
420
398
$15K ﹤0.01%
93
399
$15K ﹤0.01%
1,000
400
$15K ﹤0.01%
3,100
14 15
16
17 18