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
201
$261K 0.04%
5,125
-2,000
202
$259K 0.04%
2,671
-587
203
$255K 0.04%
3,800
-125
204
$254K 0.04%
4,333
-510
205
$252K 0.04%
900
206
$252K 0.04%
+5,500
207
$246K 0.04%
2,378
208
$242K 0.04%
5,000
209
$239K 0.04%
12,800
+1,000
210
$234K 0.04%
+11,464
211
$219K 0.04%
+3,075
212
$219K 0.04%
10,500
-10,825
213
$218K 0.04%
900
214
$217K 0.03%
+7,031
215
$217K 0.03%
+15,550
216
$217K 0.03%
+12,170
217
$216K 0.03%
+6,250
218
$173K 0.03%
4,106
+1,132
219
$128K 0.02%
7,200
-5,600
220
$120K 0.02%
1,915
-338
221
$101K 0.02%
12,600
-16,150
222
$98K 0.02%
4,650
223
$88K 0.01%
2,124
-350
224
$87K 0.01%
28,803
225
$82K 0.01%
+800
7 8
9
10 11