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%
7
477
$1K ﹤0.01%
1,750
478
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-3,000
479
– –
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480
$0 ﹤0.01%
2
481
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-45
482
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-11
483
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484
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485
$0 ﹤0.01%
2
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486
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487
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12
488
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-815
489
$0 ﹤0.01%
+2
490
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491
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-48,050
492
$0 ﹤0.01%
+25
493
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-1,218
494
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495
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-500
496
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-315
497
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498
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499
$0 ﹤0.01%
+12
500
– –
-2,616
17 18 19
20
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