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
51
$3.17M 0.53%
42,102
-143
52
$2.88M 0.48%
26,569
-68,210
53
$2.27M 0.38%
23,207
-100
54
$2.12M 0.36%
8,498
+4,183
55
$2.08M 0.35%
14,115
+980
56
$2.02M 0.34%
12,691
+172
57
$1.83M 0.31%
28,910
+2,210
58
$1.81M 0.3%
8,089
59
$1.75M 0.29%
13,296
-16,280
60
$1.71M 0.29%
129,670
+69,404
61
$1.57M 0.26%
26,770
62
$1.45M 0.24%
13,252
+260
63
$1.45M 0.24%
31,460
-506
64
$1.42M 0.24%
26,392
-1,972
65
$1.4M 0.23%
18,859
66
$1.36M 0.23%
31,489
+26,464
67
$1.32M 0.22%
10,042
-890
68
$1.31M 0.22%
32,313
+3,565
69
$1.28M 0.21%
20,531
-14,094
70
$1.24M 0.21%
20,812
+262
71
$1.24M 0.21%
33,477
+7,842
72
$1.22M 0.2%
5,402
73
$1.19M 0.2%
11,903
74
$1.18M 0.2%
4,432
75
$1.16M 0.19%
28,000
+211
1 2
3
4 5