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
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.59M
3
+$3.27M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$4.04M
3
+$958K
4
HUM icon
Humana
HUM
+$796K
5
BX icon
Blackstone
BX
+$752K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$158K 0.02%
1,608
177
$158K 0.02%
1,131
+10
178
$152K 0.02%
3,035
179
$142K 0.02%
7,198
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180
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807
-300
181
$140K 0.02%
7,292
182
$140K 0.02%
3,563
-72
183
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1,190
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184
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+600
185
$135K 0.02%
2,042
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186
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13,388
-1,525
187
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188
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189
$132K 0.02%
51,100
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190
$131K 0.02%
2,846
191
$131K 0.02%
800
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192
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193
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194
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195
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196
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197
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600
198
$123K 0.02%
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199
$122K 0.02%
761
200
$122K 0.02%
1,495
6 7
8
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