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
526
$2K ﹤0.01%
145
527
$1K ﹤0.01%
500
528
$1K ﹤0.01%
34
529
$1K ﹤0.01%
50
530
$1K ﹤0.01%
160
531
$1K ﹤0.01%
48
532
$1K ﹤0.01%
35
533
$1K ﹤0.01%
+297
534
$1K ﹤0.01%
65
535
$1K ﹤0.01%
45
536
$1K ﹤0.01%
31
537
$1K ﹤0.01%
+150
538
$1K ﹤0.01%
49
539
$1K ﹤0.01%
6
540
$1K ﹤0.01%
88
541
$1K ﹤0.01%
67
542
$1K ﹤0.01%
+66
543
$1K ﹤0.01%
15
544
$1K ﹤0.01%
+30
545
– –
-1,800
546
– –
-270
547
– –
-5,000
548
$0 ﹤0.01%
2,500
549
– –
-265
550
– –
-3,900
20 21
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23 24