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
176
$369K 0.06%
3,195
177
$367K 0.06%
+4,885
178
$366K 0.06%
6,025
+2,125
179
$365K 0.06%
5,923
+367
180
$364K 0.06%
9,270
+2,340
181
$357K 0.06%
2,325
-190
182
$355K 0.06%
4,603
-344
183
$342K 0.05%
+12,863
184
$339K 0.05%
408
185
$334K 0.05%
8,090
+1,242
186
$332K 0.05%
5,105
-22,745
187
$322K 0.05%
12,786
188
$321K 0.05%
2,421
-245
189
$315K 0.05%
14,335
+185
190
$302K 0.05%
23,319
+1,500
191
$292K 0.05%
12,316
192
$290K 0.05%
3,825
193
$284K 0.05%
+3,060
194
$280K 0.05%
7,468
195
$277K 0.04%
2,388
196
$272K 0.04%
5,500
-11
197
$271K 0.04%
4,195
-425
198
$270K 0.04%
14,640
+2,250
199
$266K 0.04%
2,974
-198
200
$265K 0.04%
20,005
-5,100
6 7
8
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