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
$596M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.58M
3
+$3.73M
4
CSCO icon
Cisco
CSCO
+$1.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$7.4M
2
+$5.94M
3
+$5.56M
4
UPS icon
United Parcel Service
UPS
+$3.61M
5
INGR icon
Ingredion
INGR
+$3.56M

Sector Composition

1 Financials 17.19%
2 Healthcare 14.5%
3 Technology 11.23%
4 Consumer Discretionary 10%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
100
477
$3K ﹤0.01%
100
478
$3K ﹤0.01%
75
479
$3K ﹤0.01%
29
480
$3K ﹤0.01%
+200
481
$3K ﹤0.01%
150
482
$3K ﹤0.01%
621
483
$2K ﹤0.01%
800
-8,500
484
$2K ﹤0.01%
60
485
$2K ﹤0.01%
+170
486
$2K ﹤0.01%
147
487
$2K ﹤0.01%
30
488
$2K ﹤0.01%
150
489
$2K ﹤0.01%
44
490
$2K ﹤0.01%
636
491
$1K ﹤0.01%
45
492
$1K ﹤0.01%
20
493
$1K ﹤0.01%
45
494
$1K ﹤0.01%
26
-12,524
495
$1K ﹤0.01%
+15
496
$1K ﹤0.01%
48
497
$1K ﹤0.01%
34
498
$1K ﹤0.01%
2,500
499
$1K ﹤0.01%
2,000
-3,000
500
$1K ﹤0.01%
291
18 19
20
21 22