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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
100
452
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453
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+250
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500
456
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760
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384
-1,000
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$6K ﹤0.01%
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461
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-207
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$6K ﹤0.01%
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467
$6K ﹤0.01%
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468
$6K ﹤0.01%
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469
$5K ﹤0.01%
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470
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471
$5K ﹤0.01%
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473
$5K ﹤0.01%
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474
$4K ﹤0.01%
130
475
$4K ﹤0.01%
50
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