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
451
$11K ﹤0.01%
200
452
$10K ﹤0.01%
2,250
453
$10K ﹤0.01%
400
454
$10K ﹤0.01%
190
455
$10K ﹤0.01%
100
456
$10K ﹤0.01%
621
457
$10K ﹤0.01%
150
458
$10K ﹤0.01%
350
459
$10K ﹤0.01%
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460
$9K ﹤0.01%
500
461
$9K ﹤0.01%
90
462
$9K ﹤0.01%
100
463
$8K ﹤0.01%
500
464
$8K ﹤0.01%
+87
465
$8K ﹤0.01%
31
466
$8K ﹤0.01%
+545
467
$7K ﹤0.01%
210
468
$7K ﹤0.01%
33
-1,175
469
$7K ﹤0.01%
1,000
470
$7K ﹤0.01%
100
471
$7K ﹤0.01%
130
472
$6K ﹤0.01%
200
473
$6K ﹤0.01%
200
-326
474
$5K ﹤0.01%
1,309
475
$5K ﹤0.01%
25
17 18
19
20 21