We are live on ! Find out more
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
$551M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.6M
3
+$11.9M
4
HAS icon
Hasbro
HAS
+$7.92M
5
NLSN
Nielsen Holdings plc
NLSN
+$7.83M

Top Sells

1
+$9.1M
2
+$7.14M
3
+$5.86M
4
WFC icon
Wells Fargo
WFC
+$3.89M
5
NKE icon
Nike
NKE
+$2.76M

Sector Composition

1 Financials 14.09%
2 Healthcare 12.96%
3 Consumer Discretionary 11.14%
4 Energy 10.7%
5 Technology 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$0 ﹤0.01%
3
577
– –
-260
578
– –
-283
579
– –
-320
580
– –
-735
581
$0 ﹤0.01%
9
582
– –
-50
583
– –
-1,454
584
– –
-16
585
– –
-365
586
$0 ﹤0.01%
+13
587
– –
-387
588
– –
-100
589
$0 ﹤0.01%
3
590
– –
-765
591
– –
-2,675
592
– –
-5,000
593
– –
-48
594
– –
-2,595
595
– –
-3,462
20 21 22 23
24