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
26
$10.3M 1.55%
53,673
+6,176
27
$9.91M 1.49%
46,020
+6,008
28
$9.61M 1.45%
329,418
+17,835
29
$9.19M 1.38%
71,748
-3,690
30
$9.11M 1.37%
184,273
+30,862
31
$7.64M 1.15%
19,580
+1,048
32
$7.47M 1.12%
44,121
+3,110
33
$6.91M 1.04%
104,277
34
$6.55M 0.99%
56,937
+11,730
35
$6.45M 0.97%
111,391
36
$6.4M 0.96%
81,872
+3,118
37
$6.35M 0.96%
77,308
+12,535
38
$6.1M 0.92%
135,302
+22,937
39
$5.88M 0.89%
41,973
+5,822
40
$5.75M 0.87%
77,512
-7,582
41
$5.63M 0.85%
70,661
+13,758
42
$5.34M 0.8%
17,889
-2,220
43
$5.3M 0.8%
38,135
-1,440
44
$4.91M 0.74%
69,541
-150
45
$4.84M 0.73%
104,565
+17,090
46
$4.8M 0.72%
37,094
-600
47
$4.44M 0.67%
52,470
+12,934
48
$4.38M 0.66%
57,221
-2,233
49
$4.29M 0.65%
46,470
+2,625
50
$4.1M 0.62%
67,280
-8,860
1
2
3 4 5