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
451
$3K ﹤0.01%
50
452
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453
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100
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100
455
$3K ﹤0.01%
+92
456
$3K ﹤0.01%
+12
457
$3K ﹤0.01%
34
458
$3K ﹤0.01%
175
459
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+353
460
$3K ﹤0.01%
46
461
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316
462
$2K ﹤0.01%
+33
463
$2K ﹤0.01%
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464
$2K ﹤0.01%
+50
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$2K ﹤0.01%
50
466
$2K ﹤0.01%
+25
467
$2K ﹤0.01%
120
468
$2K ﹤0.01%
30
469
$2K ﹤0.01%
+25
470
$1K ﹤0.01%
37
471
$1K ﹤0.01%
+31
472
$1K ﹤0.01%
100
473
$1K ﹤0.01%
3,250
474
$1K ﹤0.01%
115
475
$1K ﹤0.01%
15
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