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
$506M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.1M
3
+$14M
4
AAPL icon
Apple
AAPL
+$12.4M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.99%
2 Technology 9.91%
3 Healthcare 9%
4 Financials 8.68%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.18%
+120,406
27
$5.77M 1.14%
+177,526
28
$5.57M 1.1%
+61,743
29
$5.36M 1.06%
+62,445
30
$4.87M 0.96%
+51,035
31
$4.84M 0.96%
+113,709
32
$4.8M 0.95%
+95,352
33
$4.61M 0.91%
+358,611
34
$4.51M 0.89%
+50,520
35
$4.46M 0.88%
+88,322
36
$4.32M 0.85%
+87,206
37
$4.3M 0.85%
+134,925
38
$4.21M 0.83%
+95,069
39
$4.19M 0.83%
+160,525
40
$4.18M 0.83%
+142,807
41
$4.18M 0.83%
+48,886
42
$4.08M 0.81%
+77,267
43
$3.92M 0.77%
+94,746
44
$3.64M 0.72%
+130,916
45
$3.41M 0.68%
+15,015
46
$3.25M 0.64%
+56,640
47
$3.19M 0.63%
+17,150
48
$3.15M 0.62%
+27,330
49
$2.98M 0.59%
+87,493
50
$2.98M 0.59%
+41,605
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