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
76
$1.31M 0.21%
6,950
77
$1.3M 0.21%
9,402
-345
78
$1.2M 0.19%
10,806
79
$1.19M 0.19%
24,603
-2,551
80
$1.19M 0.19%
13,761
-29
81
$1.17M 0.19%
4,822
-140
82
$1.16M 0.19%
22,544
83
$1.14M 0.18%
7,989
84
$1.11M 0.18%
+20,074
85
$1.11M 0.18%
6,160
86
$1.1M 0.18%
66,636
-1,500
87
$1.07M 0.17%
9,148
-505
88
$1.05M 0.17%
31,065
-3,443
89
$1.04M 0.17%
9,622
+259
90
$1.01M 0.16%
42,154
91
$970K 0.16%
6,649
-21
92
$943K 0.15%
21,375
+3,560
93
$937K 0.15%
51,244
-300
94
$928K 0.15%
21,290
+3,450
95
$926K 0.15%
9,696
+3,491
96
$890K 0.14%
35,379
97
$879K 0.14%
22,854
98
$864K 0.14%
9,688
+168
99
$841K 0.14%
8,527
-380
100
$822K 0.13%
23,461
2 3
4
5 6