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
351
$62.5K ﹤0.01%
950
352
$61.6K ﹤0.01%
2,860
-20
353
$61.5K ﹤0.01%
1,200
354
$61.4K ﹤0.01%
350
355
$61K ﹤0.01%
1,980
-12,857
356
$61K ﹤0.01%
2,132
357
$60.6K ﹤0.01%
1,260
+210
358
$60.3K ﹤0.01%
1,740
-375
359
$59.8K ﹤0.01%
2,000
-2,000
360
$58.2K ﹤0.01%
2,390
361
$57.4K ﹤0.01%
2,704
362
$56.6K ﹤0.01%
102
363
$56.6K ﹤0.01%
36
-32
364
$56.4K ﹤0.01%
1,932
365
$56.3K ﹤0.01%
649
366
$55.9K ﹤0.01%
1,105
367
$55.2K ﹤0.01%
400
368
$53.7K ﹤0.01%
1,659
369
$53K ﹤0.01%
220
370
$52.7K ﹤0.01%
274
-29
371
$52.6K ﹤0.01%
1,000
372
$52.2K ﹤0.01%
4,905
373
$52K ﹤0.01%
365
-2,240
374
$51.7K ﹤0.01%
250
375
$50.5K ﹤0.01%
1,288
13 14
15
16 17