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
$596M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.58M
3
+$3.73M
4
CSCO icon
Cisco
CSCO
+$1.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$7.4M
2
+$5.94M
3
+$5.56M
4
UPS icon
United Parcel Service
UPS
+$3.61M
5
INGR icon
Ingredion
INGR
+$3.56M

Sector Composition

1 Financials 17.19%
2 Healthcare 14.5%
3 Technology 11.23%
4 Consumer Discretionary 10%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.02%
7,580
227
$107K 0.02%
1,845
228
$102K 0.02%
3,421
229
$101K 0.02%
2,223
230
$101K 0.02%
1,321
231
$101K 0.02%
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-1,000
232
$101K 0.02%
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233
$99K 0.02%
1,225
234
$98K 0.02%
5,000
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235
$97K 0.02%
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236
$93K 0.02%
6,000
237
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238
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239
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240
$89K 0.01%
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241
$88K 0.01%
1,445
242
$86K 0.01%
600
243
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761
244
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245
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29,241
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247
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700
248
$82K 0.01%
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249
$75K 0.01%
10,000
250
$74K 0.01%
1,905
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8 9
10
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