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
$795M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.95M
3
+$3.01M
4
WM icon
Waste Management
WM
+$2.97M
5
CMCSA icon
Comcast
CMCSA
+$2.92M

Top Sells

1
+$8.14M
2
+$6.28M
3
+$4.35M
4
A icon
Agilent Technologies
A
+$4.26M
5
DIS icon
Walt Disney
DIS
+$3.48M

Sector Composition

1 Technology 18.36%
2 Financials 14.82%
3 Healthcare 13.91%
4 Communication Services 8.95%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$27K ﹤0.01%
330
377
$27K ﹤0.01%
3,711
378
$27K ﹤0.01%
373
379
$26K ﹤0.01%
201
380
$26K ﹤0.01%
400
381
$26K ﹤0.01%
1,025
382
$25K ﹤0.01%
350
-68
383
$25K ﹤0.01%
500
384
$25K ﹤0.01%
130
-203
385
$24K ﹤0.01%
417
386
$24K ﹤0.01%
1,500
387
$24K ﹤0.01%
+1,658
388
$24K ﹤0.01%
287
389
$24K ﹤0.01%
400
390
$24K ﹤0.01%
350
391
$24K ﹤0.01%
93
392
$23K ﹤0.01%
145
393
$22K ﹤0.01%
+2,000
394
$22K ﹤0.01%
920
395
$22K ﹤0.01%
2,600
396
$22K ﹤0.01%
560
397
$22K ﹤0.01%
+1,000
398
$21K ﹤0.01%
333
399
$21K ﹤0.01%
847
-47
400
$21K ﹤0.01%
100
-210
14 15
16
17 18