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
– –
-100
502
– –
-275
503
$0 ﹤0.01%
10
504
– –
-96
505
$0 ﹤0.01%
3
506
– –
-330
507
– –
-1,374
508
– –
-147
509
$0 ﹤0.01%
9
510
$0 ﹤0.01%
13
511
$0 ﹤0.01%
1
512
$0 ﹤0.01%
12
513
– –
-1,500
514
$0 ﹤0.01%
2
515
– –
-450
516
– –
-8,225
517
– –
-138
518
$0 ﹤0.01%
20
519
– –
-16,900
520
– –
-4,518
521
– –
-1,900
522
$0 ﹤0.01%
3
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