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
126
$473K 0.08%
5,321
+100
127
$470K 0.08%
5,163
-512
128
$470K 0.08%
3,500
129
$468K 0.08%
10,778
+1,655
130
$459K 0.07%
6,284
-228
131
$448K 0.07%
12,796
132
$445K 0.07%
18,300
133
$442K 0.07%
3,127
-154
134
$430K 0.07%
11,170
-330
135
$429K 0.07%
5,239
-1,685
136
$418K 0.07%
8,500
137
$413K 0.07%
2,955
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138
$392K 0.06%
10,275
139
$390K 0.06%
25,140
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140
$384K 0.06%
10,455
-10,333
141
$384K 0.06%
1,875
142
$383K 0.06%
3,214
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143
$376K 0.06%
600
144
$374K 0.06%
23,416
+250
145
$373K 0.06%
4,331
-3,857
146
$372K 0.06%
6,524
-325
147
$368K 0.06%
6,880
-250
148
$367K 0.06%
14,840
149
$366K 0.06%
2,475
150
$366K 0.06%
21,695
-2,400
4 5
6
7 8