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
126
$852K 0.16%
23,826
-3,000
127
$821K 0.15%
11,810
-842
128
$812K 0.15%
15,714
+376
129
$812K 0.15%
25,416
+1,612
130
$810K 0.15%
4,821
+116
131
$785K 0.14%
16,980
+13,600
132
$767K 0.14%
+22,415
133
$766K 0.14%
11,000
-8,700
134
$710K 0.13%
19,045
-51,314
135
$710K 0.13%
18,675
-6,325
136
$706K 0.13%
9,585
+250
137
$689K 0.13%
10,774
-1,185
138
$669K 0.12%
9,952
-376
139
$654K 0.12%
13,442
+3,410
140
$645K 0.12%
+9,383
141
$645K 0.12%
15,670
-15,700
142
$638K 0.12%
16,972
-3,290
143
$628K 0.11%
52,850
-2,000
144
$613K 0.11%
+11,250
145
$600K 0.11%
9,149
146
$595K 0.11%
10,488
-30
147
$582K 0.11%
8,650
-15,602
148
$569K 0.1%
28,260
-1,200
149
$568K 0.1%
18,316
+2,650
150
$565K 0.1%
12,963
-212
4 5
6
7 8