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
551
-6,900
552
0
553
-245
554
-1
555
-75
556
$0 ﹤0.01%
115
557
-14,866
558
-43,000
559
-185
560
-3,205
561
-50,494
562
$0 ﹤0.01%
3
563
-37