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
126
$378K 0.06%
7,012
127
$374K 0.06%
2,462
+22
128
$372K 0.06%
13,296
129
$368K 0.06%
9,525
-715
130
$363K 0.05%
14,565
131
$360K 0.05%
4,402
132
$357K 0.05%
1,610
133
$354K 0.05%
11,630
-11,370
134
$354K 0.05%
12,000
135
$346K 0.05%
4,851
-130
136
$330K 0.05%
10,500
137
$318K 0.05%
5,691
-125
138
$316K 0.05%
11,070
-371
139
$315K 0.05%
6,105
-3,203
140
$312K 0.05%
3,719
+305
141
$299K 0.05%
1,855
142
$296K 0.04%
5,300
143
$292K 0.04%
1,866
-69
144
$291K 0.04%
4,120
-1,172
145
$282K 0.04%
3,627
-355
146
$280K 0.04%
20,131
147
$280K 0.04%
1,288
+4
148
$273K 0.04%
1,260
-30
149
$272K 0.04%
2,420
150
$264K 0.04%
2,142
4 5
6
7 8