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
76
$1.1M 0.17%
26,715
-7,955
77
$1.05M 0.16%
8,403
-10
78
$1.01M 0.15%
11,728
79
$994K 0.15%
17,061
+1,215
80
$969K 0.15%
3,955
-250
81
$941K 0.14%
14,911
+165
82
$910K 0.14%
10,122
-6,689
83
$798K 0.12%
10,516
84
$786K 0.12%
21,618
85
$763K 0.11%
6,131
86
$756K 0.11%
5,320
87
$706K 0.11%
5,929
-1,435
88
$665K 0.1%
5,349
-4,916
89
$658K 0.1%
5,500
90
$634K 0.1%
3,790
+1,445
91
$621K 0.09%
21,131
92
$620K 0.09%
8,239
-1,500
93
$618K 0.09%
15,378
94
$609K 0.09%
11,009
95
$602K 0.09%
29,741
+500
96
$593K 0.09%
29,458
-14,937
97
$586K 0.09%
4,893
-5,075
98
$585K 0.09%
20,085
-155
99
$559K 0.08%
10,156
100
$553K 0.08%
13,726
-640
2 3
4
5 6