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
401
$12K ﹤0.01%
250
402
$12K ﹤0.01%
800
403
$12K ﹤0.01%
258
404
$12K ﹤0.01%
160
405
$11K ﹤0.01%
201
-1
406
$11K ﹤0.01%
+438
407
$11K ﹤0.01%
200
408
$11K ﹤0.01%
288
409
$10K ﹤0.01%
135
410
$10K ﹤0.01%
100
-96
411
$10K ﹤0.01%
300
412
$9K ﹤0.01%
129
413
$9K ﹤0.01%
+103
414
$9K ﹤0.01%
230
415
$9K ﹤0.01%
+182
416
$9K ﹤0.01%
+126
417
$9K ﹤0.01%
630
418
$9K ﹤0.01%
+235
419
$9K ﹤0.01%
320
420
$8K ﹤0.01%
+162
421
$8K ﹤0.01%
111
422
$8K ﹤0.01%
858
423
$8K ﹤0.01%
185
424
$8K ﹤0.01%
200
-1,185
425
$8K ﹤0.01%
200
15 16
17
18 19