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
276
$52K 0.01%
7,000
277
$52K 0.01%
571
278
$52K 0.01%
7,000
279
$51K 0.01%
2,164
280
$51K 0.01%
808
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281
$51K 0.01%
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282
$51K 0.01%
4,850
283
$51K 0.01%
5,000
284
$50K 0.01%
1,261
+1,008
285
$50K 0.01%
1,300
286
$50K 0.01%
1,250
287
$50K 0.01%
2,000
288
$50K 0.01%
1,995
289
$50K 0.01%
1,970
290
$50K 0.01%
1,970
291
$50K 0.01%
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292
$50K 0.01%
776
293
$49K 0.01%
981
294
$49K 0.01%
1,142
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295
$48K 0.01%
513
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296
$46K 0.01%
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297
$45K 0.01%
863
298
$45K 0.01%
300
299
$45K 0.01%
1,381
300
$45K 0.01%
333
10 11
12
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