BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
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%
100
477
$1K ﹤0.01%
1,750
478
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479
$0 ﹤0.01%
2
-1
480
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-2
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$0 ﹤0.01%
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482
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-815
483
$0 ﹤0.01%
+2
484
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485
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-48,050
486
$0 ﹤0.01%
+25
487
– –
-3,360
488
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489
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-1,060
490
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491
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492
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493
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494
$0 ﹤0.01%
+12
495
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496
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497
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498
$0 ﹤0.01%
10
499
– –
-96
500
$0 ﹤0.01%
3
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