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
451
$10K ﹤0.01%
2,250
-250
452
$10K ﹤0.01%
202
453
$10K ﹤0.01%
126
454
$10K ﹤0.01%
201
455
$10K ﹤0.01%
400
456
$10K ﹤0.01%
200
457
$10K ﹤0.01%
150
458
$10K ﹤0.01%
200
459
$9K ﹤0.01%
500
460
$8K ﹤0.01%
+500
461
$8K ﹤0.01%
90
462
$8K ﹤0.01%
210
463
$7K ﹤0.01%
83
+6
464
$7K ﹤0.01%
621
465
$6K ﹤0.01%
500
-1,000
466
$6K ﹤0.01%
200
467
$6K ﹤0.01%
206
468
$6K ﹤0.01%
31
469
$6K ﹤0.01%
93
+10
470
$6K ﹤0.01%
100
471
$6K ﹤0.01%
130
-10
472
$6K ﹤0.01%
500
473
$5K ﹤0.01%
99
474
$4K ﹤0.01%
100
475
$4K ﹤0.01%
396
17 18
19
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