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
176
$194K 0.03%
4,287
177
$192K 0.03%
4,135
+3,835
178
$188K 0.03%
3,317
-3,315
179
$182K 0.03%
4,600
-4,598
180
$174K 0.03%
967
181
$172K 0.03%
3,406
-3,405
182
$172K 0.03%
2,114
183
$171K 0.03%
6,634
-26,420
184
$169K 0.03%
2,500
185
$168K 0.03%
29,850
186
$167K 0.03%
815
187
$164K 0.02%
3,018
188
$163K 0.02%
5,031
189
$158K 0.02%
1,817
+1,595
190
$157K 0.02%
1,400
191
$156K 0.02%
4,094
+3,002
192
$149K 0.02%
3,675
193
$148K 0.02%
3,599
194
$146K 0.02%
755
-250
195
$144K 0.02%
4,240
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196
$143K 0.02%
5,158
197
$139K 0.02%
1,495
198
$134K 0.02%
5,000
199
$133K 0.02%
2,267
200
$132K 0.02%
2,682
-2,040
6 7
8
9 10