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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$181K 0.03%
7,630
152
$179K 0.03%
8,675
+675
153
$176K 0.03%
17,850
-10,000
154
$176K 0.03%
2,236
+122
155
$175K 0.03%
1,280
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156
$175K 0.03%
3,278
-846
157
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158
$172K 0.03%
19,500
159
$172K 0.03%
815
160
$171K 0.03%
1,496
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161
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162
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163
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164
$164K 0.03%
3,317
165
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1,107
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166
$156K 0.03%
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167
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168
$154K 0.03%
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169
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170
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171
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4,287
172
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3,255
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173
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26,759
+1,000
174
$140K 0.02%
4,600
175
$138K 0.02%
993
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7
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