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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
+2,500
402
$14K ﹤0.01%
1,038
403
$14K ﹤0.01%
314
404
$14K ﹤0.01%
920
405
$14K ﹤0.01%
230
406
$13K ﹤0.01%
554
407
$13K ﹤0.01%
350
408
$13K ﹤0.01%
650
-540
409
$13K ﹤0.01%
85
410
$13K ﹤0.01%
400
411
$13K ﹤0.01%
120
412
$12K ﹤0.01%
82
-8,281
413
$12K ﹤0.01%
165
414
$12K ﹤0.01%
200
415
$12K ﹤0.01%
200
416
$12K ﹤0.01%
+83
417
$12K ﹤0.01%
610
-1,070
418
$11K ﹤0.01%
+170
419
$11K ﹤0.01%
317
-5,030
420
$11K ﹤0.01%
2,600
421
$11K ﹤0.01%
224
-204
422
$11K ﹤0.01%
200
423
$11K ﹤0.01%
189
424
$10K ﹤0.01%
129
425
$10K ﹤0.01%
240
15 16
17
18 19