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
501
$0 ﹤0.01%
9
502
$0 ﹤0.01%
13
503
$0 ﹤0.01%
1
504
$0 ﹤0.01%
12
505
– –
-1,500
506
$0 ﹤0.01%
2
507
– –
-450
508
– –
-8,225
509
– –
-138
510
$0 ﹤0.01%
20
511
– –
-16,900
512
– –
-1,900
513
– –
-3,000
514
– –
-20,624
515
$0 ﹤0.01%
2
516
– –
-45
517
$0 ﹤0.01%
3
518
– –
-11
519
– –
-177
520
– –
-2,616
521
– –
-100
522
– –
-275
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