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
501
$12K ﹤0.01%
150
502
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+125
503
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504
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+144
505
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506
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500
507
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400
508
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+200
509
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42
-2
510
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1,000
-1,000
511
$10K ﹤0.01%
80
512
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49
513
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+150
514
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125
515
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170
516
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620
517
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123
-100
518
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148
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30
520
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105
521
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522
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29
523
$9K ﹤0.01%
1,000
524
$8K ﹤0.01%
500
525
$8K ﹤0.01%
+132
19 20
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