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
201
$168K 0.03%
3,470
202
$165K 0.03%
5,422
203
$162K 0.03%
3,038
-665
204
$157K 0.03%
2,377
205
$154K 0.02%
2,580
206
$148K 0.02%
2,329
207
$147K 0.02%
1,904
208
$146K 0.02%
10,000
209
$142K 0.02%
1,860
210
$141K 0.02%
761
211
$140K 0.02%
2,902
212
$136K 0.02%
4,875
213
$136K 0.02%
2,400
214
$134K 0.02%
8,000
215
$130K 0.02%
1,048
216
$130K 0.02%
875
217
$128K 0.02%
969
218
$125K 0.02%
400
219
$124K 0.02%
913
220
$124K 0.02%
1,495
221
$122K 0.02%
6,000
222
$121K 0.02%
2,223
223
$121K 0.02%
8,075
224
$118K 0.02%
660
225
$116K 0.02%
606
7 8
9
10 11