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
$664M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.54M
3
+$1.52M
4
UGI icon
UGI
UGI
+$1.51M
5
WM icon
Waste Management
WM
+$1.35M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Financials 16.56%
2 Technology 13.1%
3 Healthcare 12.33%
4 Consumer Discretionary 8.98%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$132K 0.02%
+2,965
202
$130K 0.02%
1,277
203
$128K 0.02%
4,000
204
$128K 0.02%
1,017
-3,772
205
$123K 0.02%
1,860
206
$123K 0.02%
620
207
$123K 0.02%
+11,760
208
$123K 0.02%
+1,040
209
$122K 0.02%
1,645
210
$122K 0.02%
+8,100
211
$122K 0.02%
1,321
212
$122K 0.02%
4,300
213
$119K 0.02%
8,000
+3,200
214
$119K 0.02%
7,580
215
$117K 0.02%
+3,875
216
$114K 0.02%
1,657
-143
217
$112K 0.02%
6,000
218
$110K 0.02%
1,451
219
$109K 0.02%
+2,255
220
$108K 0.02%
100
221
$107K 0.02%
1,445
222
$105K 0.02%
235
-429
223
$105K 0.02%
2,223
224
$105K 0.02%
503
-2,646
225
$103K 0.02%
761
7 8
9
10 11