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
451
$10K ﹤0.01%
68
452
$10K ﹤0.01%
259
453
$10K ﹤0.01%
105
-45
454
$10K ﹤0.01%
202
455
$10K ﹤0.01%
874
456
$10K ﹤0.01%
+655
457
$10K ﹤0.01%
140
-285
458
$10K ﹤0.01%
500
459
$10K ﹤0.01%
620
+475
460
$9K ﹤0.01%
128
+28
461
$9K ﹤0.01%
44
462
$9K ﹤0.01%
80
463
$9K ﹤0.01%
190
464
$9K ﹤0.01%
170
465
$9K ﹤0.01%
400
466
$8K ﹤0.01%
27
467
$8K ﹤0.01%
120
468
$8K ﹤0.01%
30
469
$8K ﹤0.01%
29
470
$8K ﹤0.01%
41
471
$8K ﹤0.01%
70
472
$8K ﹤0.01%
250
473
$8K ﹤0.01%
125
474
$8K ﹤0.01%
+1,000
475
$8K ﹤0.01%
650
-1,597
17 18
19
20 21