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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.43M
3
+$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1
+$5.59M
2
+$4.98M
3
+$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
1,800
402
$18K ﹤0.01%
1,000
403
$18K ﹤0.01%
1,500
404
$18K ﹤0.01%
720
405
$18K ﹤0.01%
536
-3,397
406
$18K ﹤0.01%
200
407
$18K ﹤0.01%
325
408
$18K ﹤0.01%
314
409
$17K ﹤0.01%
45
-40
410
$17K ﹤0.01%
230
411
$17K ﹤0.01%
255
412
$17K ﹤0.01%
184
-270
413
$17K ﹤0.01%
22
414
$16K ﹤0.01%
230
415
$16K ﹤0.01%
1,000
416
$16K ﹤0.01%
110
-100
417
$15K ﹤0.01%
240
418
$15K ﹤0.01%
1,200
-5,000
419
$15K ﹤0.01%
1,500
420
$15K ﹤0.01%
275
421
$15K ﹤0.01%
93
422
$15K ﹤0.01%
554
423
$14K ﹤0.01%
2,600
424
$14K ﹤0.01%
75
+50
425
$14K ﹤0.01%
372
15 16
17
18 19