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
426
$26K ﹤0.01%
231
427
$26K ﹤0.01%
+1,500
428
$26K ﹤0.01%
+1,000
429
$25K ﹤0.01%
847
430
$25K ﹤0.01%
145
431
$25K ﹤0.01%
1,500
432
$25K ﹤0.01%
350
433
$25K ﹤0.01%
+780
434
$24K ﹤0.01%
565
-31,043
435
$24K ﹤0.01%
+259
436
$24K ﹤0.01%
357
+7
437
$24K ﹤0.01%
93
438
$23K ﹤0.01%
+269
439
$23K ﹤0.01%
287
440
$23K ﹤0.01%
920
441
$23K ﹤0.01%
+300
442
$23K ﹤0.01%
+60
443
$22K ﹤0.01%
333
444
$22K ﹤0.01%
+600
445
$22K ﹤0.01%
197
-350
446
$22K ﹤0.01%
240
447
$22K ﹤0.01%
15
-4
448
$22K ﹤0.01%
+400
449
$22K ﹤0.01%
800
450
$22K ﹤0.01%
314
16 17
18
19 20