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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.54M
3 +$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1 +$6.56M
2 +$6.49M
3 +$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$15K ﹤0.01%
93
427
$14K ﹤0.01%
240
428
$14K ﹤0.01%
300
429
$14K ﹤0.01%
1,500
430
$14K ﹤0.01%
1,500
431
$14K ﹤0.01%
275
432
$14K ﹤0.01%
760
433
$14K ﹤0.01%
79
-918
434
$13K ﹤0.01%
699
435
$13K ﹤0.01%
112
436
$13K ﹤0.01%
200
437
$12K ﹤0.01%
129
438
$12K ﹤0.01%
202
439
$12K ﹤0.01%
120
440
$12K ﹤0.01%
1,023
441
$12K ﹤0.01%
200
442
$12K ﹤0.01%
580
443
$12K ﹤0.01%
400
444
$12K ﹤0.01%
189
445
$11K ﹤0.01%
135
446
$11K ﹤0.01%
2,600
447
$11K ﹤0.01%
201
448
$11K ﹤0.01%
430
449
$11K ﹤0.01%
620
450
$11K ﹤0.01%
22