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
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.24M
3
+$2.73M
4
INTC icon
Intel
INTC
+$2.5M
5
VZ icon
Verizon
VZ
+$1.84M

Top Sells

1
+$13M
2
+$7.24M
3
+$7.18M
4
BX icon
Blackstone
BX
+$3.87M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.62M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$98K 0.02%
1,000
+450
202
$97K 0.02%
1,743
203
$96K 0.02%
1,184
-137
204
$95K 0.02%
1,451
205
$95K 0.02%
2,651
+396
206
$94K 0.02%
2,500
207
$94K 0.02%
1,495
208
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5,000
-5,000
209
$91K 0.02%
100
210
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504
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211
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3,195
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212
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4,000
213
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26,100
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214
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215
$87K 0.02%
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216
$87K 0.02%
5,158
217
$86K 0.02%
2,396
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218
$84K 0.01%
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219
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761
220
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221
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-395
222
$82K 0.01%
11,878
-3,500
223
$80K 0.01%
2,000
224
$80K 0.01%
530
225
$80K 0.01%
4,135
+260
7 8
9
10 11