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
101
$1.1M 0.22%
+8,870
102
$1.1M 0.22%
+45,135
103
$1.07M 0.21%
+22,104
104
$1.04M 0.21%
+34,282
105
$1.04M 0.21%
+13,725
106
$1.03M 0.2%
+19,370
107
$1.03M 0.2%
+33,181
108
$1M 0.2%
+49,220
109
$996K 0.2%
+40,025
110
$982K 0.19%
+25,000
111
$981K 0.19%
+81,057
112
$973K 0.19%
+15,620
113
$941K 0.19%
+28,714
114
$904K 0.18%
+43,440
115
$896K 0.18%
+9,292
116
$881K 0.17%
+13,945
117
$855K 0.17%
+16,955
118
$854K 0.17%
+22,160
119
$854K 0.17%
+35,098
120
$845K 0.17%
+20,485
121
$830K 0.16%
+37,099
122
$823K 0.16%
+11,959
123
$791K 0.16%
+26,826
124
$765K 0.15%
+12,652
125
$764K 0.15%
+20,262
3 4
5
6 7