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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.53%
9,190
+2,225
52
$3.41M 0.51%
15,644
+3,627
53
$3.2M 0.48%
31,845
+12,070
54
$3.2M 0.48%
56,093
-7,120
55
$2.95M 0.44%
32,915
+5,935
56
$2.73M 0.41%
23,212
57
$2.36M 0.36%
39,087
+4,570
58
$2.25M 0.34%
+26,210
59
$2.24M 0.34%
8,252
+3,670
60
$1.97M 0.3%
6,644
-337
61
$1.95M 0.29%
22,840
-40
62
$1.95M 0.29%
7,042
+3,170
63
$1.65M 0.25%
12,643
-934
64
$1.59M 0.24%
31,566
-100
65
$1.51M 0.23%
+29,996
66
$1.5M 0.23%
4,207
-50
67
$1.48M 0.22%
43,496
-246
68
$1.46M 0.22%
8,185
-1,050
69
$1.43M 0.22%
10,430
-1,567
70
$1.3M 0.2%
4,458
-2,863
71
$1.24M 0.19%
94,893
-36,339
72
$1.17M 0.18%
17,525
73
$1.17M 0.18%
8,416
-33
74
$1.17M 0.18%
9,818
-180
75
$1.15M 0.17%
15,659
1 2
3
4 5