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
476
$5K ﹤0.01%
206
477
$5K ﹤0.01%
123
-4,819
478
$4K ﹤0.01%
50
479
$4K ﹤0.01%
396
480
$4K ﹤0.01%
100
481
$4K ﹤0.01%
170
482
$4K ﹤0.01%
30
-90
483
$4K ﹤0.01%
99
484
$4K ﹤0.01%
29
485
$4K ﹤0.01%
225
486
$4K ﹤0.01%
44
-3,315
487
$3K ﹤0.01%
800
488
$3K ﹤0.01%
100
489
$3K ﹤0.01%
33
490
$3K ﹤0.01%
55
491
$3K ﹤0.01%
200
492
$3K ﹤0.01%
250
493
$3K ﹤0.01%
147
494
$3K ﹤0.01%
44
495
$3K ﹤0.01%
36
-25
496
$2K ﹤0.01%
100
-11,950
497
$2K ﹤0.01%
43
-7,708
498
$2K ﹤0.01%
68
499
$2K ﹤0.01%
49
500
$2K ﹤0.01%
12
-175
18 19
20
21 22