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
451
$8K ﹤0.01%
+1,496
452
$8K ﹤0.01%
185
453
$8K ﹤0.01%
+189
454
$7K ﹤0.01%
+500
455
$7K ﹤0.01%
77
+44
456
$7K ﹤0.01%
210
457
$7K ﹤0.01%
+100
458
$7K ﹤0.01%
+140
459
$6K ﹤0.01%
90
460
$6K ﹤0.01%
+207
461
$6K ﹤0.01%
206
-92
462
$6K ﹤0.01%
200
-450
463
$5K ﹤0.01%
200
464
$5K ﹤0.01%
31
465
$5K ﹤0.01%
+83
466
$5K ﹤0.01%
225
467
$5K ﹤0.01%
100
468
$5K ﹤0.01%
+126
469
$5K ﹤0.01%
500
470
$4K ﹤0.01%
396
-100
471
$4K ﹤0.01%
68
472
$4K ﹤0.01%
+170
473
$4K ﹤0.01%
25
474
$4K ﹤0.01%
99
475
$3K ﹤0.01%
100
17 18
19
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