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
251
$73K 0.01%
1,400
252
$73K 0.01%
17,850
253
$71K 0.01%
13,750
-7,631
254
$71K 0.01%
1,000
255
$71K 0.01%
2,472
256
$70K 0.01%
550
-174
257
$70K 0.01%
1,451
258
$70K 0.01%
232
259
$70K 0.01%
12,500
260
$69K 0.01%
530
-392
261
$69K 0.01%
430
262
$68K 0.01%
535
+176
263
$67K 0.01%
498
264
$67K 0.01%
930
265
$66K 0.01%
5,333
266
$65K 0.01%
6,200
267
$64K 0.01%
7,755
268
$63K 0.01%
933
269
$62K 0.01%
1,989
270
$58K 0.01%
675
271
$58K 0.01%
648
272
$56K 0.01%
412
-200
273
$56K 0.01%
500
274
$56K 0.01%
10,000
275
$53K 0.01%
3,000
9 10
11
12 13