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
$795M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.95M
3
+$3.01M
4
WM icon
Waste Management
WM
+$2.97M
5
CMCSA icon
Comcast
CMCSA
+$2.92M

Top Sells

1
+$8.14M
2
+$6.28M
3
+$4.35M
4
A icon
Agilent Technologies
A
+$4.26M
5
DIS icon
Walt Disney
DIS
+$3.48M

Sector Composition

1 Technology 18.36%
2 Financials 14.82%
3 Healthcare 13.92%
4 Communication Services 8.95%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+60
527
$2K ﹤0.01%
+3
528
$2K ﹤0.01%
561
529
$2K ﹤0.01%
67
530
$2K ﹤0.01%
49
531
$2K ﹤0.01%
150
532
$2K ﹤0.01%
31
533
$2K ﹤0.01%
14
534
$1K ﹤0.01%
+10
535
$1K ﹤0.01%
18
536
$1K ﹤0.01%
45
537
$1K ﹤0.01%
6
538
$1K ﹤0.01%
+3
539
$1K ﹤0.01%
250
540
$1K ﹤0.01%
100
541
$1K ﹤0.01%
45
542
$1K ﹤0.01%
65
543
$1K ﹤0.01%
250
544
$1K ﹤0.01%
297
545
$1K ﹤0.01%
35
546
$1K ﹤0.01%
17
-22
547
$1K ﹤0.01%
54
548
$1K ﹤0.01%
946
549
– –
-3,200
550
– –
-396
20 21
22
23 24