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
326
$31K 0.01%
800
327
$31K 0.01%
300
328
$31K 0.01%
593
329
$30K ﹤0.01%
50
330
$29K ﹤0.01%
488
331
$29K ﹤0.01%
300
332
$29K ﹤0.01%
700
333
$28K ﹤0.01%
1,400
334
$28K ﹤0.01%
500
335
$27K ﹤0.01%
975
336
$27K ﹤0.01%
700
337
$27K ﹤0.01%
360
-1,910
338
$26K ﹤0.01%
1,500
339
$26K ﹤0.01%
200
340
$26K ﹤0.01%
734
341
$26K ﹤0.01%
+101
342
$26K ﹤0.01%
333
343
$25K ﹤0.01%
2,000
344
$24K ﹤0.01%
4,610
+110
345
$24K ﹤0.01%
358
346
$24K ﹤0.01%
286
347
$24K ﹤0.01%
1,600
-462
348
$23K ﹤0.01%
900
349
$23K ﹤0.01%
1,000
-650
350
$23K ﹤0.01%
380
12 13
14
15 16