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
$547M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.24M
3
+$7.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$3.16M
2
+$1.98M
3
+$1.91M
4
KSU
Kansas City Southern
KSU
+$1.87M
5
SLV icon
iShares Silver Trust
SLV
+$1.73M

Sector Composition

1 Energy 16.48%
2 Technology 10.09%
3 Financials 9.46%
4 Healthcare 9.3%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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