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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K ﹤0.01%
2,500
402
$31K ﹤0.01%
1,000
403
$31K ﹤0.01%
373
404
$31K ﹤0.01%
560
405
$31K ﹤0.01%
+300
406
$31K ﹤0.01%
+800
407
$31K ﹤0.01%
+645
408
$30K ﹤0.01%
714
+14
409
$30K ﹤0.01%
376
+51
410
$30K ﹤0.01%
+420
411
$30K ﹤0.01%
+423
412
$30K ﹤0.01%
+260
413
$29K ﹤0.01%
144
+14
414
$29K ﹤0.01%
400
415
$29K ﹤0.01%
+750
416
$29K ﹤0.01%
+1,400
417
$28K ﹤0.01%
175
-175
418
$28K ﹤0.01%
2,600
419
$28K ﹤0.01%
+100
420
$27K ﹤0.01%
181
+61
421
$27K ﹤0.01%
500
422
$27K ﹤0.01%
+97
423
$27K ﹤0.01%
+33
424
$27K ﹤0.01%
+50
425
$26K ﹤0.01%
400
15 16
17
18 19