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

Top Buys

1
+$7.28M
2
+$5.13M
3
+$3.77M
4
CSCO icon
Cisco
CSCO
+$1.21M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M

Top Sells

1
+$7.83M
2
+$5.94M
3
+$5.56M
4
UPS icon
United Parcel Service
UPS
+$4.02M
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
501
$1K ﹤0.01%
7
502
$0 ﹤0.01%
2
503
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-1,586
504
– –
-1,864
505
$0 ﹤0.01%
12
506
– –
-160
507
– –
-8,000
508
– –
-7,523
509
– –
-1,125
510
– –
-2,000
511
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-31
512
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513
– –
-925
514
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515
– –
-690
516
$0 ﹤0.01%
10
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$0 ﹤0.01%
18
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518
$0 ﹤0.01%
+100
519
– –
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520
$0 ﹤0.01%
10
521
– –
-10,000
522
– –
-33,924
523
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524
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-58,386
525
– –
-1,476
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