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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K ﹤0.01%
400
377
$23K ﹤0.01%
287
378
$22K ﹤0.01%
8,000
379
$22K ﹤0.01%
2,600
380
$22K ﹤0.01%
450
381
$22K ﹤0.01%
69
+17
382
$22K ﹤0.01%
2,500
383
$22K ﹤0.01%
75
384
$21K ﹤0.01%
394
-3,500
385
$21K ﹤0.01%
1,500
386
$21K ﹤0.01%
330
387
$21K ﹤0.01%
1,025
+375
388
$21K ﹤0.01%
2,247
-310
389
$20K ﹤0.01%
+500
390
$20K ﹤0.01%
920
391
$20K ﹤0.01%
350
392
$19K ﹤0.01%
894
393
$19K ﹤0.01%
350
394
$19K ﹤0.01%
400
395
$19K ﹤0.01%
1,038
396
$19K ﹤0.01%
314
397
$19K ﹤0.01%
93
398
$18K ﹤0.01%
333
399
$18K ﹤0.01%
390
-87,448
400
$18K ﹤0.01%
+2,705
14 15
16
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