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
451
$22K ﹤0.01%
+266
452
$21K ﹤0.01%
283
-111
453
$21K ﹤0.01%
350
454
$21K ﹤0.01%
+1,000
455
$21K ﹤0.01%
650
456
$20K ﹤0.01%
417
457
$20K ﹤0.01%
+1,500
458
$20K ﹤0.01%
372
459
$20K ﹤0.01%
610
460
$20K ﹤0.01%
43
+29
461
$20K ﹤0.01%
+400
462
$20K ﹤0.01%
1,000
-2,000
463
$19K ﹤0.01%
6
464
$19K ﹤0.01%
314
465
$19K ﹤0.01%
135
466
$18K ﹤0.01%
550
467
$18K ﹤0.01%
544
468
$18K ﹤0.01%
337
469
$18K ﹤0.01%
1,333
+678
470
$18K ﹤0.01%
138
+58
471
$18K ﹤0.01%
+600
472
$17K ﹤0.01%
244
+31
473
$17K ﹤0.01%
52
474
$17K ﹤0.01%
317
475
$17K ﹤0.01%
230
17 18
19
20 21