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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
125
477
$4K ﹤0.01%
27
478
$4K ﹤0.01%
561
-748
479
$4K ﹤0.01%
50
480
$4K ﹤0.01%
30
481
$4K ﹤0.01%
25
482
$4K ﹤0.01%
400
-800
483
$4K ﹤0.01%
60
-125
484
$4K ﹤0.01%
425
485
$4K ﹤0.01%
130
-1
486
$4K ﹤0.01%
+194
487
$4K ﹤0.01%
22
488
$4K ﹤0.01%
100
489
$4K ﹤0.01%
28
490
$3K ﹤0.01%
396
491
$3K ﹤0.01%
68
492
$3K ﹤0.01%
56
493
$3K ﹤0.01%
+100
494
$3K ﹤0.01%
100
495
$3K ﹤0.01%
33
496
$3K ﹤0.01%
70
497
$3K ﹤0.01%
350
498
$3K ﹤0.01%
120
499
$3K ﹤0.01%
29
500
$3K ﹤0.01%
110
18 19
20
21 22