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
$795M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.95M
3
+$3.01M
4
WM icon
Waste Management
WM
+$2.97M
5
CMCSA icon
Comcast
CMCSA
+$2.92M

Top Sells

1
+$8.14M
2
+$6.28M
3
+$4.35M
4
A icon
Agilent Technologies
A
+$4.26M
5
DIS icon
Walt Disney
DIS
+$3.48M

Sector Composition

1 Technology 18.36%
2 Financials 14.82%
3 Healthcare 13.91%
4 Communication Services 8.95%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21K ﹤0.01%
650
402
$21K ﹤0.01%
314
403
$20K ﹤0.01%
351
404
$20K ﹤0.01%
372
-900
405
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92
406
$20K ﹤0.01%
815
-2,000
407
$20K ﹤0.01%
+6
408
$18K ﹤0.01%
400
409
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240
410
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120
411
$18K ﹤0.01%
350
412
$18K ﹤0.01%
314
413
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75
414
$18K ﹤0.01%
610
415
$17K ﹤0.01%
230
416
$17K ﹤0.01%
800
-238
417
$17K ﹤0.01%
337
418
$17K ﹤0.01%
544
419
$16K ﹤0.01%
317
420
$16K ﹤0.01%
135
421
$16K ﹤0.01%
46
422
$16K ﹤0.01%
250
423
$15K ﹤0.01%
599
424
$15K ﹤0.01%
1,000
425
$15K ﹤0.01%
200
15 16
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18 19