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
$622M
AUM Growth
-$15K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.81M
3
+$1.65M
4
THS icon
Treehouse Foods
THS
+$1.45M
5
DD icon
DuPont de Nemours
DD
+$1.26M

Top Sells

1
+$8.63M
2
+$5.93M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.37M
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
51
$3.16M 0.51%
41,549
-113
52
$3.16M 0.51%
41,378
+2,895
53
$3.05M 0.49%
164,620
+2,525
54
$2.72M 0.44%
43,382
+3,890
55
$2.26M 0.36%
12,894
-233
56
$2.05M 0.33%
52,153
+9,363
57
$1.8M 0.29%
49,020
+900
58
$1.79M 0.29%
18,758
-666
59
$1.78M 0.29%
32,216
-329
60
$1.68M 0.27%
12,010
+9,036
61
$1.67M 0.27%
26,380
-3,825
62
$1.63M 0.26%
70,075
63
$1.61M 0.26%
10,789
64
$1.6M 0.26%
11,810
65
$1.55M 0.25%
11,492
-9
66
$1.54M 0.25%
34,287
-1,000
67
$1.53M 0.25%
62,879
-21,904
68
$1.46M 0.23%
17,998
-741
69
$1.45M 0.23%
+21,440
70
$1.43M 0.23%
22,230
+3,781
71
$1.4M 0.22%
22,244
72
$1.39M 0.22%
12,200
-1,957
73
$1.37M 0.22%
60,505
-1,110
74
$1.36M 0.22%
11,680
+540
75
$1.35M 0.22%
16,305
1 2
3
4 5