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
26
$8.14M 1.31%
70,214
+5,205
27
$8.07M 1.3%
188,894
+15
28
$7.95M 1.28%
160,535
+2,775
29
$7.94M 1.28%
313,414
-42,275
30
$7.2M 1.16%
138,788
+739
31
$6.87M 1.1%
38,501
-822
32
$6.8M 1.09%
335,065
-7,340
33
$6.72M 1.08%
69,447
-3,306
34
$6.41M 1.03%
119,398
+106,120
35
$5.91M 0.95%
123,941
36
$5.91M 0.95%
59,691
-720
37
$5.75M 0.93%
47,329
-895
38
$5.67M 0.91%
49,941
+2,962
39
$5.52M 0.89%
106,333
-15,699
40
$5.33M 0.86%
17,174
+2,027
41
$5.3M 0.85%
33,933
-555
42
$5.05M 0.81%
37,458
-90
43
$5.04M 0.81%
38,786
-663
44
$4.89M 0.79%
19,338
-829
45
$4.81M 0.77%
+45,385
46
$4.59M 0.74%
153,966
+55,241
47
$4.43M 0.71%
25,939
+44
48
$3.51M 0.56%
55,005
+360
49
$3.43M 0.55%
60,036
+2,765
50
$3.25M 0.52%
23,447
-62,205
1
2
3 4 5