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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.05%
5,781
-50
127
$304K 0.04%
2,245
128
$300K 0.04%
31,600
129
$298K 0.04%
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130
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-281
131
$296K 0.04%
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-185
132
$296K 0.04%
12,000
133
$291K 0.04%
473
134
$279K 0.04%
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135
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136
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137
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138
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4,934
139
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140
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27,359
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141
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142
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143
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144
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2,878
145
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146
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147
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148
$224K 0.03%
1,211
149
$224K 0.03%
815
150
$220K 0.03%
1,220
-40
4 5
6
7 8