BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.64M
3
+$1.45M
4
AXSM icon
Axsome Therapeutics
AXSM
+$663K
5
MSI icon
Motorola Solutions
MSI
+$580K

Top Sells

1
+$5.29M
2
+$3.42M
3
+$3.04M
4
BX icon
Blackstone
BX
+$2.02M
5
PYPL icon
PayPal
PYPL
+$1.73M

Sector Composition

1 Technology 19.69%
2 Financials 16.3%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
1,000
477
$15K ﹤0.01%
335
-1,000
478
$15K ﹤0.01%
26
479
$15K ﹤0.01%
124
480
$15K ﹤0.01%
337
481
$15K ﹤0.01%
112
482
$14K ﹤0.01%
68
483
$14K ﹤0.01%
121
-181
484
$14K ﹤0.01%
90
485
$14K ﹤0.01%
202
486
$14K ﹤0.01%
345
-120
487
$14K ﹤0.01%
200
488
$14K ﹤0.01%
300
489
$14K ﹤0.01%
75
490
$14K ﹤0.01%
550
-70
491
$13K ﹤0.01%
100
492
$13K ﹤0.01%
120
493
$13K ﹤0.01%
50
494
$13K ﹤0.01%
760
495
$13K ﹤0.01%
400
496
$12K ﹤0.01%
112
-4,300
497
$12K ﹤0.01%
42
498
$12K ﹤0.01%
205
-45
499
$12K ﹤0.01%
61
500
$12K ﹤0.01%
85
18 19
20
21 22