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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
+$5.88M
2
+$4.33M
3
+$1.68M
4
THS
Treehouse Foods
THS
+$1.58M
5
DD icon
DuPont de Nemours
DD
+$1.2M

Top Sells

1
+$7.43M
2
+$5.63M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.38M
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
476
$1K ﹤0.01%
1,750
477
$1K ﹤0.01%
+31
478
$0 ﹤0.01%
2
-1
479
– –
-2
480
$0 ﹤0.01%
12
481
– –
-815
482
$0 ﹤0.01%
+2
483
– –
-1,110
484
– –
-48,050
485
$0 ﹤0.01%
+25
486
– –
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487
– –
-227
488
$0 ﹤0.01%
+12
489
– –
-2,616
490
– –
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491
$0 ﹤0.01%
10
492
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493
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3
494
– –
-330
495
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496
– –
-147
497
$0 ﹤0.01%
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500
$0 ﹤0.01%
12
17 18 19
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