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
101
$1.2M 0.22%
21,876
-25,540
102
$1.2M 0.22%
19,240
+2,054
103
$1.19M 0.22%
4,557
+112
104
$1.17M 0.21%
+17,457
105
$1.13M 0.21%
+37,635
106
$1.1M 0.2%
39,277
+13,018
107
$1.09M 0.2%
8,243
-627
108
$1.09M 0.2%
44,310
-825
109
$1.08M 0.2%
28,002
-712
110
$1.07M 0.2%
37,799
+700
111
$1.06M 0.19%
61,199
-21,750
112
$1.05M 0.19%
23,847
+1,687
113
$1.05M 0.19%
66,900
+19,400
114
$1.04M 0.19%
+57,579
115
$1.04M 0.19%
20,474
-1,630
116
$986K 0.18%
49,220
117
$962K 0.18%
+12,614
118
$952K 0.17%
18,504
+1,549
119
$946K 0.17%
+21,202
120
$931K 0.17%
+115,665
121
$913K 0.17%
14,159
+214
122
$892K 0.16%
29,282
-5,000
123
$886K 0.16%
+20,702
124
$863K 0.16%
43,440
125
$854K 0.16%
20,685
+200
3 4
5
6 7