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
426
$34.7K ﹤0.01%
600
427
$34.5K ﹤0.01%
330
428
$34.3K ﹤0.01%
270
-600
429
$34.1K ﹤0.01%
700
430
$33.6K ﹤0.01%
250
-2,385
431
$33.5K ﹤0.01%
300
432
$33.2K ﹤0.01%
750
433
$32.8K ﹤0.01%
70
434
$32.6K ﹤0.01%
3,000
435
$32.3K ﹤0.01%
325
436
$31.7K ﹤0.01%
70
437
$31.6K ﹤0.01%
200
438
$31.6K ﹤0.01%
500
439
$31.5K ﹤0.01%
650
-4,208
440
$31.2K ﹤0.01%
1,160
441
$30.8K ﹤0.01%
538
-117
442
$30.6K ﹤0.01%
650
443
$30.5K ﹤0.01%
700
-50
444
$30.4K ﹤0.01%
350
445
$30.3K ﹤0.01%
300
446
$29.7K ﹤0.01%
650
+150
447
$29.7K ﹤0.01%
135
448
$29.6K ﹤0.01%
220
+185
449
$29.5K ﹤0.01%
400
-200
450
$29K ﹤0.01%
2,035
16 17
18
19 20