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
151
$353K 0.06%
7,160
152
$347K 0.06%
7,245
153
$347K 0.06%
5,718
154
$345K 0.06%
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155
$342K 0.06%
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-500
156
$339K 0.05%
19,500
157
$336K 0.05%
4,823
-85,089
158
$328K 0.05%
6,187
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159
$320K 0.05%
649
160
$311K 0.05%
10,000
161
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43,300
162
$304K 0.05%
12,900
163
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164
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5,172
165
$290K 0.05%
5,650
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166
$286K 0.05%
4,428
167
$273K 0.04%
7,400
168
$272K 0.04%
10,511
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169
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170
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171
$258K 0.04%
3,321
172
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10,400
173
$251K 0.04%
9,315
+1,555
174
$249K 0.04%
2,660
175
$249K 0.04%
1,271
+22
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7
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