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
$596M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.58M
3
+$3.73M
4
CSCO icon
Cisco
CSCO
+$1.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$7.4M
2
+$5.94M
3
+$5.56M
4
UPS icon
United Parcel Service
UPS
+$3.61M
5
INGR icon
Ingredion
INGR
+$3.56M

Sector Composition

1 Financials 17.19%
2 Healthcare 14.5%
3 Technology 11.23%
4 Consumer Discretionary 10%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.04%
5,222
177
$230K 0.04%
1,815
+40
178
$230K 0.04%
4,898
-2,787
179
$223K 0.04%
3,210
+3,070
180
$220K 0.04%
4,675
+388
181
$212K 0.04%
8,330
-400
182
$211K 0.04%
250
183
$209K 0.04%
2,420
184
$208K 0.03%
2,245
185
$208K 0.03%
3,610
186
$206K 0.03%
14,913
-8,000
187
$205K 0.03%
2,660
188
$205K 0.03%
1,088
189
$202K 0.03%
1,223
190
$199K 0.03%
1,491
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191
$198K 0.03%
1,643
-1,857
192
$193K 0.03%
20,131
193
$192K 0.03%
1,465
194
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195
$189K 0.03%
12,719
196
$188K 0.03%
6,500
197
$184K 0.03%
2,272
198
$183K 0.03%
3,492
199
$174K 0.03%
2,878
200
$169K 0.03%
3,933
+86
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