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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21K ﹤0.01%
897
402
$21K ﹤0.01%
450
403
$21K ﹤0.01%
230
404
$21K ﹤0.01%
200
405
$21K ﹤0.01%
1,800
406
$20K ﹤0.01%
314
407
$19K ﹤0.01%
1,000
408
$19K ﹤0.01%
500
409
$19K ﹤0.01%
314
410
$19K ﹤0.01%
900
411
$18K ﹤0.01%
+2,000
412
$18K ﹤0.01%
1,250
413
$18K ﹤0.01%
400
414
$17K ﹤0.01%
300
415
$17K ﹤0.01%
230
416
$17K ﹤0.01%
230
417
$17K ﹤0.01%
184
418
$17K ﹤0.01%
325
419
$17K ﹤0.01%
+450
420
$17K ﹤0.01%
2,247
421
$17K ﹤0.01%
554
422
$16K ﹤0.01%
1,500
423
$16K ﹤0.01%
200
424
$16K ﹤0.01%
85
425
$15K ﹤0.01%
1,000
15 16
17
18 19