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
151
$563K 0.1%
5,700
-11,873
152
$555K 0.1%
6,022
+157
153
$538K 0.1%
6,348
+2,070
154
$521K 0.1%
21,070
+2,424
155
$518K 0.09%
35,741
156
$516K 0.09%
30,000
157
$512K 0.09%
5,652
-670
158
$505K 0.09%
18,541
-1,755
159
$468K 0.09%
11,673
-720
160
$468K 0.09%
21,325
-18,700
161
$428K 0.08%
5,031
-514
162
$425K 0.08%
12,800
+300
163
$400K 0.07%
3,350
164
$398K 0.07%
42,390
-288
165
$384K 0.07%
8,048
166
$380K 0.07%
10,475
167
$369K 0.07%
25,105
168
$368K 0.07%
9,750
-300
169
$362K 0.07%
+4,700
170
$361K 0.07%
6,420
-2,015
171
$346K 0.06%
12,350
172
$344K 0.06%
32,500
+9,000
173
$341K 0.06%
3,195
174
$341K 0.06%
4,740
175
$341K 0.06%
+408
5 6
7
8 9