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
$671M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.43M
3
+$2.93M
4
ED icon
Consolidated Edison
ED
+$2.91M
5
EOG icon
EOG Resources
EOG
+$2.18M

Top Sells

1
+$5.59M
2
+$4.98M
3
+$4.45M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
MAR icon
Marriott International
MAR
+$2.96M

Sector Composition

1 Financials 15.86%
2 Healthcare 13.33%
3 Technology 12.33%
4 Consumer Discretionary 9.44%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$204K 0.03%
12,270
+1,275
202
$200K 0.03%
3,492
203
$192K 0.03%
2,846
204
$186K 0.03%
1,035
205
$185K 0.03%
+614
206
$184K 0.03%
5,399
207
$182K 0.03%
+1,400
208
$181K 0.03%
967
209
$179K 0.03%
1,088
210
$169K 0.03%
2,114
211
$157K 0.02%
+4,721
212
$153K 0.02%
5,031
+1,610
213
$148K 0.02%
815
214
$147K 0.02%
1,904
215
$141K 0.02%
3,018
216
$137K 0.02%
3,675
217
$137K 0.02%
1,845
218
$136K 0.02%
1,860
219
$136K 0.02%
5,158
+3,300
220
$133K 0.02%
1,277
221
$128K 0.02%
7,580
222
$127K 0.02%
2,267
223
$127K 0.02%
3,830
-120
224
$126K 0.02%
2,202
-370
225
$125K 0.02%
1,645
7 8
9
10 11