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
101
$803K 0.13%
17,905
102
$755K 0.12%
35,609
+10,000
103
$752K 0.12%
14,882
-710
104
$749K 0.12%
2,981
+751
105
$747K 0.12%
9,730
106
$723K 0.12%
15,278
107
$672K 0.11%
9,221
-680
108
$663K 0.11%
3,542
-2,188
109
$644K 0.1%
12,860
110
$629K 0.1%
5,346
-1,812
111
$622K 0.1%
9,800
112
$584K 0.09%
4,767
-248
113
$572K 0.09%
9,632
+270
114
$549K 0.09%
2
115
$547K 0.09%
10,132
116
$536K 0.09%
10,000
117
$521K 0.08%
5,500
118
$507K 0.08%
10,467
-1,006
119
$506K 0.08%
17,775
120
$497K 0.08%
3,295
121
$496K 0.08%
4,281
122
$493K 0.08%
10,712
123
$491K 0.08%
18,992
+2,700
124
$488K 0.08%
2,825
125
$479K 0.08%
15,900
3 4
5
6 7