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
151
$725K 0.12%
13,529
-5,711
152
$682K 0.11%
11,600
+350
153
$676K 0.11%
12,963
154
$670K 0.11%
9,379
-4
155
$646K 0.1%
6,195
+495
156
$633K 0.1%
7,253
+4,130
157
$628K 0.1%
8,849
-300
158
$614K 0.1%
2,404
-2,153
159
$610K 0.1%
16,497
-475
160
$601K 0.1%
+10,990
161
$597K 0.1%
7,402
+1,750
162
$574K 0.09%
15,200
+2,400
163
$498K 0.08%
5,900
+1,200
164
$491K 0.08%
16,898
-1,643
165
$434K 0.07%
10,550
-1,123
166
$428K 0.07%
10,475
167
$424K 0.07%
3,350
168
$411K 0.07%
11,458
169
$410K 0.07%
23,942
-11,799
170
$409K 0.07%
+4,636
171
$408K 0.07%
7,320
-728
172
$392K 0.06%
9,750
173
$391K 0.06%
40,940
-1,450
174
$388K 0.06%
4,630
-110
175
$380K 0.06%
5,065
5 6
7
8 9