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
401
$40.6K ﹤0.01%
1,425
402
$40.5K ﹤0.01%
85
403
$40.2K ﹤0.01%
2,150
404
$40K ﹤0.01%
294
+69
405
$39.5K ﹤0.01%
175
406
$39.4K ﹤0.01%
291
+62
407
$39.4K ﹤0.01%
2,094
408
$39.3K ﹤0.01%
470
409
$39.3K ﹤0.01%
129
410
$39.2K ﹤0.01%
444
-729
411
$37.6K ﹤0.01%
5,000
412
$37.6K ﹤0.01%
534
413
$37.4K ﹤0.01%
4,000
414
$37.3K ﹤0.01%
181
+111
415
$37.2K ﹤0.01%
2,600
416
$37.2K ﹤0.01%
+1,774
417
$36.9K ﹤0.01%
1,415
418
$36.4K ﹤0.01%
400
419
$36.3K ﹤0.01%
430
+30
420
$36.2K ﹤0.01%
2,000
421
$36K ﹤0.01%
2,000
+300
422
$35.3K ﹤0.01%
146
423
$34.8K ﹤0.01%
447
+147
424
$34.8K ﹤0.01%
+2,417
425
$34.8K ﹤0.01%
470
-220
15 16
17
18 19