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
176
$341K 0.06%
33,000
177
$340K 0.06%
11,458
+7,000
178
$339K 0.06%
2,666
179
$318K 0.06%
+5,065
180
$313K 0.06%
3,258
-47
181
$310K 0.06%
2,515
182
$309K 0.06%
5,556
183
$306K 0.06%
4,620
184
$295K 0.05%
12,786
-52,643
185
$286K 0.05%
4,947
-582
186
$286K 0.05%
7,125
-1,350
187
$286K 0.05%
3,825
188
$284K 0.05%
12,316
-1,684
189
$281K 0.05%
14,150
+753
190
$276K 0.05%
2,388
191
$270K 0.05%
4,326
+1,101
192
$261K 0.05%
+3,123
193
$260K 0.05%
7,468
-360
194
$259K 0.05%
6,848
-4,502
195
$252K 0.05%
+14,953
196
$252K 0.05%
6,930
-230
197
$251K 0.05%
1,584
198
$250K 0.05%
3,925
199
$246K 0.04%
3,172
200
$245K 0.04%
5,511
+11
6 7
8
9 10