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
426
$11K ﹤0.01%
1,023
427
$11K ﹤0.01%
200
428
$11K ﹤0.01%
200
429
$11K ﹤0.01%
699
430
$11K ﹤0.01%
300
431
$11K ﹤0.01%
112
432
$11K ﹤0.01%
350
433
$11K ﹤0.01%
1,000
434
$11K ﹤0.01%
250
435
$10K ﹤0.01%
129
436
$10K ﹤0.01%
160
437
$10K ﹤0.01%
150
438
$10K ﹤0.01%
265
439
$9K ﹤0.01%
135
440
$9K ﹤0.01%
2,600
441
$9K ﹤0.01%
2,500
442
$9K ﹤0.01%
202
443
$9K ﹤0.01%
126
444
$9K ﹤0.01%
580
445
$9K ﹤0.01%
201
446
$9K ﹤0.01%
+400
447
$9K ﹤0.01%
200
448
$9K ﹤0.01%
2,600
-10,000
449
$9K ﹤0.01%
620
450
$9K ﹤0.01%
150