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
$622M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.34M
3
+$5.22M
4
EBAY icon
eBay
EBAY
+$4.7M
5
SODA
SodaStream International Ltd
SODA
+$3.99M

Top Sells

1
+$2.63M
2
+$2.58M
3
+$2.54M
4
CB
CHUBB CORPORATION
CB
+$2.1M
5
UAN icon
CVR Partners
UAN
+$2.06M

Sector Composition

1 Energy 15.9%
2 Technology 11.8%
3 Industrials 11.52%
4 Financials 10.33%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.31%
49,838
+6,200
77
$1.89M 0.3%
57,474
+11,755
78
$1.8M 0.29%
68,000
+725
79
$1.79M 0.29%
56,566
+2,028
80
$1.77M 0.28%
+12,304
81
$1.75M 0.28%
14,940
+1,280
82
$1.75M 0.28%
52,716
+1,384
83
$1.7M 0.27%
22,565
-12,704
84
$1.61M 0.26%
24,106
+923
85
$1.6M 0.26%
19,400
+837
86
$1.58M 0.25%
12,670
+1,785
87
$1.54M 0.25%
12,999
-5
88
$1.5M 0.24%
22,742
-2,050
89
$1.5M 0.24%
20,142
+402
90
$1.46M 0.23%
25,524
+5,050
91
$1.42M 0.23%
28,653
+359
92
$1.41M 0.23%
59,330
-31,750
93
$1.39M 0.22%
38,531
+665
94
$1.37M 0.22%
45,120
+810
95
$1.35M 0.22%
34,442
+6,440
96
$1.35M 0.22%
37,620
-15
97
$1.33M 0.21%
15,309
98
$1.33M 0.21%
23,153
+9
99
$1.32M 0.21%
+29,511
100
$1.3M 0.21%
16,794
-663
2 3
4
5 6