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
401
$16K ﹤0.01%
314
402
$15K ﹤0.01%
150
403
$15K ﹤0.01%
150
404
$15K ﹤0.01%
1,500
405
$15K ﹤0.01%
230
406
$15K ﹤0.01%
1,800
407
$15K ﹤0.01%
+554
408
$14K ﹤0.01%
1,000
409
$14K ﹤0.01%
230
410
$14K ﹤0.01%
+200
411
$14K ﹤0.01%
2,160
412
$14K ﹤0.01%
227
413
$14K ﹤0.01%
1,500
414
$14K ﹤0.01%
275
415
$13K ﹤0.01%
800
416
$13K ﹤0.01%
200
417
$13K ﹤0.01%
240
418
$12K ﹤0.01%
300
419
$12K ﹤0.01%
120
420
$12K ﹤0.01%
372
421
$12K ﹤0.01%
300
422
$12K ﹤0.01%
1,000
423
$12K ﹤0.01%
400
424
$12K ﹤0.01%
93
425
$12K ﹤0.01%
5,000
15 16
17
18 19