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
$1.27B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.77M
3
+$5.49M
4
JPM icon
JPMorgan Chase
JPM
+$4.26M
5
NEE icon
NextEra Energy
NEE
+$3.87M

Top Sells

1
+$12.3M
2
+$7.32M
3
+$5.57M
4
FCX icon
Freeport-McMoran
FCX
+$2.54M
5
A icon
Agilent Technologies
A
+$2.22M

Sector Composition

1 Technology 26.1%
2 Financials 12.49%
3 Healthcare 11.95%
4 Industrials 8.3%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$129K 0.01%
1,100
-197
252
$128K 0.01%
535
-119
253
$128K 0.01%
500
254
$127K 0.01%
4,000
255
$122K 0.01%
1,634
256
$121K 0.01%
3,206
-150
257
$121K 0.01%
507
+2
258
$119K 0.01%
930
-200
259
$118K 0.01%
2,238
260
$117K 0.01%
2,800
261
$115K 0.01%
2,009
+120
262
$114K 0.01%
8,333
263
$111K 0.01%
6,632
-385
264
$108K 0.01%
545
-97
265
$108K 0.01%
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266
$107K 0.01%
246
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267
$107K 0.01%
956
268
$106K 0.01%
1,659
269
$106K 0.01%
5,592
270
$104K 0.01%
2,168
271
$104K 0.01%
2,805
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272
$103K 0.01%
900
273
$102K 0.01%
2,541
274
$102K 0.01%
648
-5,038
275
$101K 0.01%
1,760
+480
9 10
11
12 13