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
426
$8K ﹤0.01%
500
427
$7K ﹤0.01%
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428
$7K ﹤0.01%
32
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+180
430
$6K ﹤0.01%
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$6K ﹤0.01%
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441
$5K ﹤0.01%
+75
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$5K ﹤0.01%
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$4K ﹤0.01%
+100
445
$4K ﹤0.01%
29
446
$4K ﹤0.01%
+175
447
$4K ﹤0.01%
75
448
$4K ﹤0.01%
+212
449
$4K ﹤0.01%
66
450
$3K ﹤0.01%
+80
16 17
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