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
301
$82.6K 0.01%
761
302
$82.6K 0.01%
2,700
303
$81.7K 0.01%
894
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304
$81.1K 0.01%
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305
$79.9K 0.01%
4,000
306
$79.8K 0.01%
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307
$79.1K 0.01%
869
308
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4,000
309
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10,000
310
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311
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312
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313
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314
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315
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316
$73.5K 0.01%
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317
$73.5K 0.01%
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320
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2,275
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321
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900
322
$72.9K 0.01%
725
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2,500
324
$72.3K 0.01%
1,420
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325
$72.3K 0.01%
7,336
11 12
13
14 15