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
$506M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.1M
3
+$14M
4
AAPL icon
Apple
AAPL
+$12.4M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.99%
2 Technology 9.91%
3 Healthcare 9%
4 Financials 8.68%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.59%
+85,246
52
$2.91M 0.58%
+70,359
53
$2.85M 0.56%
+36,838
54
$2.74M 0.54%
+35,557
55
$2.59M 0.51%
+54,033
56
$2.59M 0.51%
+112,460
57
$2.49M 0.49%
+37,760
58
$2.47M 0.49%
+47,416
59
$2.45M 0.49%
+47,649
60
$2.4M 0.48%
+13,162
61
$2.4M 0.47%
+37,313
62
$2.34M 0.46%
+67,771
63
$2.3M 0.45%
+35,064
64
$2.28M 0.45%
+73,996
65
$2.16M 0.43%
+74,051
66
$2.14M 0.42%
+82,450
67
$2.11M 0.42%
+24,959
68
$2.1M 0.42%
+37,005
69
$1.97M 0.39%
+83,698
70
$1.91M 0.38%
+24,746
71
$1.87M 0.37%
+17,646
72
$1.83M 0.36%
+40,285
73
$1.83M 0.36%
+16,554
74
$1.81M 0.36%
+24,271
75
$1.81M 0.36%
+37,612
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