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
$593M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.57M
4
PYPL icon
PayPal
PYPL
+$4.05M
5
SIVB
SVB Financial Group
SIVB
+$3.47M

Top Sells

1
+$13.6M
2
+$12M
3
+$11.7M
4
KMI icon
Kinder Morgan
KMI
+$5.83M
5
HST icon
Host Hotels & Resorts
HST
+$2.9M

Sector Composition

1 Financials 14.57%
2 Healthcare 13.89%
3 Technology 12.31%
4 Consumer Discretionary 11.36%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.49%
65,347
-4,785
52
$2.88M 0.49%
24,859
-226
53
$2.88M 0.49%
39,519
-732
54
$2.78M 0.47%
24,082
-158
55
$2.78M 0.47%
40,256
+900
56
$2.35M 0.4%
26,302
-162
57
$2.31M 0.39%
55,034
-1,436
58
$2.19M 0.37%
126,914
-865
59
$2.12M 0.36%
46,242
-243
60
$2.02M 0.34%
44,133
+473
61
$1.95M 0.33%
75,834
+15,744
62
$1.94M 0.33%
37,770
-453
63
$1.93M 0.33%
16,291
-18,214
64
$1.89M 0.32%
48,500
-3,135
65
$1.86M 0.31%
27,050
-203
66
$1.86M 0.31%
44,925
-4,250
67
$1.85M 0.31%
20,555
-100
68
$1.84M 0.31%
39,811
-363
69
$1.8M 0.3%
18,555
+4,715
70
$1.79M 0.3%
27,147
-4,974
71
$1.79M 0.3%
121,970
-2,908
72
$1.77M 0.3%
56,948
-1,152
73
$1.77M 0.3%
19,551
+24
74
$1.75M 0.3%
138,850
+48,620
75
$1.69M 0.29%
13,062
-54
1 2
3
4 5