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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
+52
427
$10K ﹤0.01%
184
428
$10K ﹤0.01%
650
+375
429
$10K ﹤0.01%
100
-100
430
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112
431
$9K ﹤0.01%
465
-432
432
$9K ﹤0.01%
300
433
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+902
434
$9K ﹤0.01%
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435
$9K ﹤0.01%
585
436
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500
437
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90
438
$8K ﹤0.01%
1,500
439
$8K ﹤0.01%
1,023
440
$8K ﹤0.01%
580
441
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+17
442
$8K ﹤0.01%
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443
$7K ﹤0.01%
300
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1,000
445
$7K ﹤0.01%
52
-22
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$7K ﹤0.01%
50
447
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202
448
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449
$7K ﹤0.01%
201
450
$7K ﹤0.01%
400
16 17
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19 20