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
76
$1.68M 0.28%
57,914
+2,480
77
$1.67M 0.28%
18,907
-2,905
78
$1.64M 0.28%
35,013
-355
79
$1.64M 0.28%
45,321
+1,200
80
$1.62M 0.27%
225,516
+7,700
81
$1.6M 0.27%
40,948
-1,497
82
$1.56M 0.26%
51,208
-847
83
$1.56M 0.26%
59,499
-29
84
$1.56M 0.26%
13,240
-192
85
$1.55M 0.26%
10,777
-1,759
86
$1.51M 0.26%
34,968
-288
87
$1.46M 0.25%
49,016
88
$1.46M 0.25%
29,438
-1,303
89
$1.4M 0.24%
20,501
-278
90
$1.38M 0.23%
43,328
+18,780
91
$1.36M 0.23%
21,116
-808
92
$1.33M 0.22%
13,024
93
$1.29M 0.22%
23,375
-1,880
94
$1.26M 0.21%
14,003
+105
95
$1.25M 0.21%
22,114
-676
96
$1.25M 0.21%
6,524
-98
97
$1.25M 0.21%
7,120
-515
98
$1.24M 0.21%
15,581
99
$1.23M 0.21%
31,597
-823
100
$1.21M 0.2%
+48,087
2 3
4
5 6