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
376
$22K ﹤0.01%
511
377
$21K ﹤0.01%
1,600
378
$21K ﹤0.01%
2,094
379
$21K ﹤0.01%
90
380
$21K ﹤0.01%
+22
381
$20K ﹤0.01%
416
382
$20K ﹤0.01%
270
383
$20K ﹤0.01%
+200
384
$20K ﹤0.01%
+1,000
385
$19K ﹤0.01%
1,500
386
$19K ﹤0.01%
897
387
$19K ﹤0.01%
400
388
$19K ﹤0.01%
1,500
389
$19K ﹤0.01%
330
390
$19K ﹤0.01%
450
391
$19K ﹤0.01%
230
392
$19K ﹤0.01%
+920
393
$19K ﹤0.01%
248
394
$17K ﹤0.01%
1,000
395
$17K ﹤0.01%
325
396
$17K ﹤0.01%
1,500
397
$16K ﹤0.01%
720
398
$16K ﹤0.01%
500
-1,000
399
$16K ﹤0.01%
255
400
$16K ﹤0.01%
200
14 15
16
17 18