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
201
$244K 0.04%
5,000
-600
202
$234K 0.04%
2,378
-345
203
$227K 0.04%
+4,843
204
$223K 0.04%
+3,900
205
$220K 0.04%
21,819
206
$217K 0.04%
+900
207
$216K 0.04%
+900
208
$213K 0.04%
2,620
-180
209
$210K 0.04%
12,390
-7,950
210
$189K 0.03%
28,750
211
$174K 0.03%
12,800
-200
212
$160K 0.03%
3,676
-24
213
$156K 0.03%
11,800
+9,500
214
$141K 0.03%
2,253
-1,467
215
$119K 0.02%
+2,974
216
$106K 0.02%
2,474
217
$92K 0.02%
2,287
+412
218
$81K 0.01%
4,650
+250
219
$80K 0.01%
28,803
220
$68K 0.01%
10,000
221
$64K 0.01%
+1,068
222
$62K 0.01%
7,683
223
$16K ﹤0.01%
10,000
-520
224
$8K ﹤0.01%
14,681
225
– –
-18,000
6 7 8
9
10