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
351
$27K ﹤0.01%
294
352
$27K ﹤0.01%
+412
353
$27K ﹤0.01%
300
354
$26K ﹤0.01%
1,000
355
$26K ﹤0.01%
+686
356
$26K ﹤0.01%
1,856
357
$26K ﹤0.01%
169
-45
358
$25K ﹤0.01%
333
359
$25K ﹤0.01%
200
360
$25K ﹤0.01%
484
361
$24K ﹤0.01%
150
362
$24K ﹤0.01%
350
363
$24K ﹤0.01%
400
364
$24K ﹤0.01%
470
+156
365
$24K ﹤0.01%
1,190
366
$24K ﹤0.01%
243
367
$24K ﹤0.01%
900
368
$23K ﹤0.01%
225
369
$23K ﹤0.01%
918
370
$23K ﹤0.01%
287
371
$23K ﹤0.01%
+241
372
$23K ﹤0.01%
250
373
$23K ﹤0.01%
405
374
$22K ﹤0.01%
851
-274
375
$22K ﹤0.01%
500
13 14
15
16 17