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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K ﹤0.01%
1,155
377
$37K ﹤0.01%
3,711
378
$37K ﹤0.01%
944
379
$36K ﹤0.01%
193
380
$36K ﹤0.01%
+807
381
$35K ﹤0.01%
386
382
$35K ﹤0.01%
1,033
383
$35K ﹤0.01%
+500
384
$34K ﹤0.01%
660
385
$34K ﹤0.01%
+302
386
$34K ﹤0.01%
+500
387
$34K ﹤0.01%
2,094
388
$34K ﹤0.01%
+175
389
$33K ﹤0.01%
300
390
$33K ﹤0.01%
201
391
$32K ﹤0.01%
200
392
$32K ﹤0.01%
450
393
$32K ﹤0.01%
+450
394
$32K ﹤0.01%
621
395
$32K ﹤0.01%
2,308
-2,636
396
$32K ﹤0.01%
+475
397
$31K ﹤0.01%
400
398
$31K ﹤0.01%
330
399
$31K ﹤0.01%
+481
400
$31K ﹤0.01%
480
14 15
16
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