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
101
$1.3M 0.21%
30,685
+10,000
102
$1.29M 0.21%
52,200
-28,250
103
$1.29M 0.21%
+37,629
104
$1.24M 0.2%
23,924
+77
105
$1.24M 0.2%
23,087
+19,411
106
$1.24M 0.2%
20,013
-2,585
107
$1.22M 0.2%
57,857
+278
108
$1.2M 0.19%
10,757
+4,735
109
$1.19M 0.19%
24,151
-3,444
110
$1.17M 0.19%
38,291
+492
111
$1.13M 0.18%
+25,779
112
$1.12M 0.18%
+14,330
113
$1.12M 0.18%
8,045
-198
114
$1.11M 0.18%
14,752
+4,800
115
$1.1M 0.18%
+17,744
116
$1.09M 0.18%
+38,920
117
$1.09M 0.18%
32,696
+14,380
118
$1.07M 0.17%
20,549
+2,045
119
$1.07M 0.17%
21,761
+559
120
$1.07M 0.17%
12,694
+80
121
$1.03M 0.17%
20,984
+282
122
$1.03M 0.17%
13,538
-621
123
$1.03M 0.17%
116,531
+866
124
$1.03M 0.17%
18,842
+16,555
125
$1.02M 0.16%
14,288
+3,800
3 4
5
6 7