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
251
$80K 0.01%
944
252
$80K 0.01%
1,445
253
$77K 0.01%
2,100
254
$77K 0.01%
1,909
255
$76K 0.01%
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256
$76K 0.01%
12,500
257
$75K 0.01%
1,501
258
$73K 0.01%
500
259
$72K 0.01%
6,250
260
$71K 0.01%
655
261
$71K 0.01%
5,000
+1,500
262
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800
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263
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264
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265
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266
$67K 0.01%
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267
$67K 0.01%
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268
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269
$65K 0.01%
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270
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271
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848
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272
$61K 0.01%
2,164
273
$60K 0.01%
1,300
274
$60K 0.01%
2,613
275
$60K 0.01%
2,000
9 10
11
12 13