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
176
$245K 0.04%
4,675
-200
177
$243K 0.04%
1,025
178
$238K 0.04%
+6,690
179
$237K 0.04%
2,911
-1,225
180
$233K 0.04%
4,724
-100
181
$229K 0.04%
9,460
+170
182
$221K 0.04%
7,496
+300
183
$221K 0.04%
1,354
184
$221K 0.04%
1,716
185
$213K 0.03%
6,000
186
$212K 0.03%
17,850
187
$209K 0.03%
2,355
188
$206K 0.03%
1,363
189
$205K 0.03%
2,300
190
$202K 0.03%
4,850
-1,000
191
$199K 0.03%
21,381
192
$188K 0.03%
2,845
-172
193
$185K 0.03%
3,390
-236
194
$185K 0.03%
+3,830
195
$183K 0.03%
4,500
196
$179K 0.03%
3,968
197
$177K 0.03%
1,245
-25
198
$177K 0.03%
2,846
199
$177K 0.03%
4,000
200
$174K 0.03%
1,593
-180
6 7
8
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