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
276
$101K 0.01%
806
-36
277
$101K 0.01%
4,055
-575
278
$98.4K 0.01%
1,510
279
$98.2K 0.01%
2,500
280
$96.4K 0.01%
5,937
281
$95K 0.01%
1,272
282
$94.3K 0.01%
820
283
$94.1K 0.01%
2,425
284
$93.1K 0.01%
182
285
$92.3K 0.01%
585
+60
286
$91.7K 0.01%
+500
287
$91.5K 0.01%
1,078
288
$90.9K 0.01%
846
289
$90.8K 0.01%
8,500
290
$90.4K 0.01%
626
+124
291
$90.2K 0.01%
1,000
-4,700
292
$89.7K 0.01%
+3,837
293
$89.5K 0.01%
1,000
294
$89.1K 0.01%
434
295
$89K 0.01%
2,148
296
$88.6K 0.01%
1,121
-2,092
297
$85K 0.01%
1,089
298
$85K 0.01%
2,740
299
$82.8K 0.01%
765
-115
300
$82.8K 0.01%
349
10 11
12
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