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
76
$1.71M 0.34%
+41,435
77
$1.68M 0.33%
+25,075
78
$1.65M 0.33%
+37,750
79
$1.57M 0.31%
+15,269
80
$1.56M 0.31%
+82,949
81
$1.51M 0.3%
+58,350
82
$1.5M 0.3%
+17,573
83
$1.48M 0.29%
+24,252
84
$1.46M 0.29%
+22,545
85
$1.38M 0.27%
+31,370
86
$1.38M 0.27%
+9,668
87
$1.34M 0.27%
+43,738
88
$1.34M 0.26%
+65,429
89
$1.31M 0.26%
+11,106
90
$1.3M 0.26%
+19,700
91
$1.28M 0.25%
+32,488
92
$1.27M 0.25%
+22,968
93
$1.24M 0.25%
+10,314
94
$1.24M 0.25%
+48,103
95
$1.21M 0.24%
+21,150
96
$1.19M 0.24%
+23,805
97
$1.17M 0.23%
+17,614
98
$1.15M 0.23%
+17,186
99
$1.13M 0.22%
+14,649
100
$1.12M 0.22%
+4,445
2 3
4
5 6