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
-$15K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.81M
3
+$1.65M
4
THS icon
Treehouse Foods
THS
+$1.45M
5
DD icon
DuPont de Nemours
DD
+$1.26M

Top Sells

1
+$8.63M
2
+$5.93M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DD
Du Pont De Nemours E I
DD
+$1.36M

Sector Composition

1 Financials 17.23%
2 Consumer Discretionary 14.52%
3 Healthcare 11.27%
4 Technology 11.16%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$115K 0.02%
922
-490
227
$113K 0.02%
815
228
$110K 0.02%
2,500
229
$109K 0.02%
19,551
-100
230
$105K 0.02%
2,345
231
$105K 0.02%
915
232
$103K 0.02%
824
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233
$103K 0.02%
3,900
234
$100K 0.02%
1,860
235
$99K 0.02%
1,906
236
$98K 0.02%
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237
$98K 0.02%
9,300
238
$98K 0.02%
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239
$98K 0.02%
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240
$94K 0.02%
10,000
241
$93K 0.02%
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242
$90K 0.01%
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243
$90K 0.01%
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244
$90K 0.01%
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245
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246
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8,000
247
$86K 0.01%
100
248
$85K 0.01%
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249
$84K 0.01%
498
250
$84K 0.01%
900
8 9
10
11 12