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
301
$44K 0.01%
931
302
$44K 0.01%
+5,000
303
$43K 0.01%
700
304
$42K 0.01%
2,592
305
$42K 0.01%
1,480
306
$41K 0.01%
1,460
307
$41K 0.01%
2,148
-465
308
$41K 0.01%
275
309
$41K 0.01%
1,858
310
$40K 0.01%
+67
311
$40K 0.01%
150
312
$40K 0.01%
1,680
313
$38K 0.01%
507
314
$38K 0.01%
560
315
$37K 0.01%
320
316
$37K 0.01%
454
+270
317
$36K 0.01%
226
318
$36K 0.01%
430
319
$35K 0.01%
708
320
$35K 0.01%
2,247
321
$34K 0.01%
2,535
-5,000
322
$34K 0.01%
3,500
323
$33K 0.01%
502
+452
324
$33K 0.01%
115
325
$33K 0.01%
400
11 12
13
14 15