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
476
$17K ﹤0.01%
+131
477
$16K ﹤0.01%
251
-100
478
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1,000
479
$16K ﹤0.01%
200
480
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85
-7
481
$16K ﹤0.01%
+124
482
$16K ﹤0.01%
75
483
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+1,500
484
$15K ﹤0.01%
200
485
$15K ﹤0.01%
200
486
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112
487
$14K ﹤0.01%
1,000
488
$14K ﹤0.01%
+158
489
$14K ﹤0.01%
85
490
$14K ﹤0.01%
760
491
$14K ﹤0.01%
33
+30
492
$13K ﹤0.01%
202
493
$13K ﹤0.01%
68
494
$12K ﹤0.01%
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495
$12K ﹤0.01%
100
496
$12K ﹤0.01%
120
497
$12K ﹤0.01%
+50
498
$12K ﹤0.01%
190
499
$12K ﹤0.01%
4
500
$12K ﹤0.01%
+61
18 19
20
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