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
$506M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$14.1M
3 +$14M
4
AAPL icon
Apple
AAPL
+$12.4M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.99%
2 Technology 9.91%
3 Healthcare 9%
4 Financials 8.68%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$163K 0.03%
+21,819
202
$153K 0.03%
+3,380
203
$139K 0.03%
+3,700
204
$134K 0.03%
+10,116
205
$111K 0.02%
+2,453
206
$110K 0.02%
+4,400
207
$107K 0.02%
+4,458
208
$105K 0.02%
+2,474
209
$84K 0.02%
+1,875
210
$73K 0.01%
+28,803
211
$68K 0.01%
+10,000
212
$64K 0.01%
+10,480
213
$59K 0.01%
+7,683
214
$20K ﹤0.01%
+2,300
215
$13K ﹤0.01%
+10,520
216
$7K ﹤0.01%
+14,681