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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
501
– –
-1,500
502
$0 ﹤0.01%
2
503
– –
-450
504
– –
-8,225
505
– –
-138
506
$0 ﹤0.01%
3
507
– –
-11
508
– –
-177
509
– –
-100
510
$0 ﹤0.01%
20
511
– –
-16,900
512
– –
-4,518
513
– –
-1,900
514
– –
-3,000
515
– –
-20,624
516
$0 ﹤0.01%
2
517
– –
-45
518
– –
-1,218
519
– –
-1,060
520
– –
-500
521
– –
-315
522
– –
-1,000
17 18 19 20
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