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
$547M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.24M
3
+$7.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$3.16M
2
+$1.98M
3
+$1.91M
4
KSU
Kansas City Southern
KSU
+$1.87M
5
SLV icon
iShares Silver Trust
SLV
+$1.73M

Sector Composition

1 Energy 16.48%
2 Technology 10.09%
3 Financials 9.46%
4 Healthcare 9.3%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.27%
134,551
+57,284
27
$6.95M 1.27%
310,237
-18,328
28
$6.92M 1.26%
122,332
+1,926
29
$6.78M 1.24%
175,930
-1,596
30
$6.78M 1.24%
78,195
+15,750
31
$6.09M 1.11%
61,347
-396
32
$5.84M 1.07%
279,481
-82,543
33
$5.7M 1.04%
412,813
+54,202
34
$5.5M 1.01%
63,963
-3,883
35
$5.35M 0.98%
114,788
+1,079
36
$5.28M 0.96%
140,119
+5,194
37
$5.18M 0.95%
48,876
-2,159
38
$4.6M 0.84%
101,216
+6,147
39
$4.55M 0.83%
87,322
-1,000
40
$4.47M 0.82%
49,938
+1,052
41
$4.47M 0.82%
124,756
-18,051
42
$4.34M 0.79%
81,857
-5,349
43
$4.25M 0.78%
48,298
-2,222
44
$4.24M 0.78%
94,851
+105
45
$3.87M 0.71%
129,916
-1,000
46
$3.57M 0.65%
40,397
-1,208
47
$3.21M 0.59%
17,500
+350
48
$3.17M 0.58%
37,424
-336
49
$2.91M 0.53%
89,513
+2,020
50
$2.87M 0.52%
42,720
-13,920
1
2
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