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
276
$59K 0.01%
500
277
$59K 0.01%
1,250
278
$58K 0.01%
443
279
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480
280
$57K 0.01%
431
281
$55K 0.01%
1,500
282
$55K 0.01%
571
283
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2,000
284
$54K 0.01%
700
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285
$53K 0.01%
2,940
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286
$53K 0.01%
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287
$52K 0.01%
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288
$52K 0.01%
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289
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290
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280
291
$50K 0.01%
400
292
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250
293
$48K 0.01%
525
294
$47K 0.01%
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295
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296
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10,000
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297
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298
$45K 0.01%
560
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300
$45K 0.01%
530
+50
10 11
12
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