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
176
$134K 0.02%
3,018
177
$133K 0.02%
910
-57
178
$133K 0.02%
1,608
+800
179
$133K 0.02%
3,894
-1,007
180
$128K 0.02%
+800
181
$128K 0.02%
7,292
182
$128K 0.02%
4,560
183
$127K 0.02%
400
184
$125K 0.02%
478
+71
185
$124K 0.02%
2,591
-91
186
$124K 0.02%
1,121
+105
187
$120K 0.02%
3,635
-571
188
$119K 0.02%
1,697
+712
189
$110K 0.02%
1,645
190
$110K 0.02%
3,759
-1,007
191
$109K 0.02%
2,846
192
$105K 0.02%
1,267
-327
193
$105K 0.02%
8,875
+775
194
$104K 0.02%
600
-155
195
$103K 0.02%
3,035
+125
196
$103K 0.02%
235
197
$102K 0.02%
9,934
-3,750
198
$101K 0.02%
3,675
199
$100K 0.02%
+2,427
200
$99K 0.02%
990
6 7
8
9 10