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
376
$49.9K ﹤0.01%
535
377
$49.2K ﹤0.01%
1,000
378
$48.6K ﹤0.01%
360
379
$48.1K ﹤0.01%
837
-200
380
$48K ﹤0.01%
464
-4,584
381
$48K ﹤0.01%
1,100
382
$47.9K ﹤0.01%
3,000
383
$47.9K ﹤0.01%
580
384
$45.7K ﹤0.01%
201
385
$44.8K ﹤0.01%
+741
386
$44.2K ﹤0.01%
1,000
387
$43.4K ﹤0.01%
291
388
$43.4K ﹤0.01%
2,900
389
$43.1K ﹤0.01%
400
390
$43K ﹤0.01%
+627
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$43K ﹤0.01%
466
392
$42.8K ﹤0.01%
425
393
$42.7K ﹤0.01%
500
394
$42.5K ﹤0.01%
2,000
395
$42.5K ﹤0.01%
1,231
396
$42K ﹤0.01%
300
397
$42K ﹤0.01%
2,000
398
$41.8K ﹤0.01%
1,647
399
$41.6K ﹤0.01%
800
400
$41.1K ﹤0.01%
300
14 15
16
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