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
$547M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.24M
3
+$7.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$3.16M
2
+$1.98M
3
+$1.91M
4
KSU
Kansas City Southern
KSU
+$1.87M
5
SLV icon
iShares Silver Trust
SLV
+$1.73M

Sector Composition

1 Energy 16.48%
2 Technology 10.09%
3 Financials 9.46%
4 Healthcare 9.3%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.5%
46,808
-841
52
$2.69M 0.49%
81,161
-4,085
53
$2.63M 0.48%
34,038
+16,424
54
$2.62M 0.48%
54,039
+6
55
$2.59M 0.47%
34,297
-1,260
56
$2.53M 0.46%
35,269
+205
57
$2.51M 0.46%
20,850
-6,480
58
$2.48M 0.45%
42,486
+18,681
59
$2.39M 0.44%
73,938
-113
60
$2.32M 0.42%
33,747
-3,566
61
$2.16M 0.39%
91,080
-69,445
62
$2.13M 0.39%
40,960
+675
63
$2.11M 0.39%
63,534
-4,237
64
$2.1M 0.38%
23,479
-1,480
65
$2.06M 0.38%
11,664
-3,351
66
$2.01M 0.37%
40,682
-753
67
$2.01M 0.37%
27,850
+12,230
68
$1.94M 0.35%
36,817
-795
69
$1.93M 0.35%
80,450
-2,000
70
$1.91M 0.35%
16,553
-1
71
$1.82M 0.33%
77,873
+42,775
72
$1.79M 0.33%
24,792
-283
73
$1.77M 0.32%
56,852
+23,671
74
$1.76M 0.32%
23,304
-967
75
$1.76M 0.32%
67,275
+8,925
1 2
3
4 5