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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.43M
3
+$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1
+$5.59M
2
+$4.98M
3
+$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
142
-3,770
427
$14K ﹤0.01%
1,500
428
$14K ﹤0.01%
760
-40
429
$14K ﹤0.01%
400
430
$13K ﹤0.01%
300
431
$13K ﹤0.01%
120
432
$13K ﹤0.01%
1,023
433
$13K ﹤0.01%
300
434
$13K ﹤0.01%
699
435
$12K ﹤0.01%
98
-52
436
$12K ﹤0.01%
200
437
$12K ﹤0.01%
580
438
$12K ﹤0.01%
2,600
439
$12K ﹤0.01%
150
440
$12K ﹤0.01%
300
441
$12K ﹤0.01%
112
442
$12K ﹤0.01%
350
443
$12K ﹤0.01%
1,000
444
$11K ﹤0.01%
129
445
$11K ﹤0.01%
1,309
-187
446
$11K ﹤0.01%
135
447
$11K ﹤0.01%
200
448
$11K ﹤0.01%
620
449
$11K ﹤0.01%
265
450
$11K ﹤0.01%
189
16 17
18
19 20