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
426
$14K ﹤0.01%
213
427
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-640
428
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$13K ﹤0.01%
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70
437
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-30,745
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150
441
$11K ﹤0.01%
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442
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1,000
443
$11K ﹤0.01%
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444
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120
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446
$11K ﹤0.01%
4
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447
$11K ﹤0.01%
49
448
$11K ﹤0.01%
760
449
$10K ﹤0.01%
+1,000
450
$10K ﹤0.01%
80
16 17
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