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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$18K ﹤0.01%
3,711
402
$17K ﹤0.01%
17
403
$17K ﹤0.01%
650
404
$16K ﹤0.01%
120
405
$16K ﹤0.01%
2,600
406
$16K ﹤0.01%
83
407
$15K ﹤0.01%
+144
408
$15K ﹤0.01%
230
409
$15K ﹤0.01%
314
410
$15K ﹤0.01%
85
411
$15K ﹤0.01%
621
412
$14K ﹤0.01%
200
413
$14K ﹤0.01%
610
414
$14K ﹤0.01%
544
-10
415
$13K ﹤0.01%
317
416
$13K ﹤0.01%
240
417
$13K ﹤0.01%
224
418
$13K ﹤0.01%
200
419
$13K ﹤0.01%
100
420
$13K ﹤0.01%
189
421
$12K ﹤0.01%
135
-30
422
$11K ﹤0.01%
80
-90
423
$11K ﹤0.01%
259
-3,500
424
$11K ﹤0.01%
300
425
$11K ﹤0.01%
200
15 16
17
18 19