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
451
$29K ﹤0.01%
155
+89
452
$28.9K ﹤0.01%
93
453
$28.8K ﹤0.01%
115
-64
454
$28.8K ﹤0.01%
498
455
$28.7K ﹤0.01%
371
-160
456
$28.5K ﹤0.01%
200
-25
457
$28.1K ﹤0.01%
290
458
$28K ﹤0.01%
150
459
$27.7K ﹤0.01%
+1,103
460
$27.4K ﹤0.01%
81
461
$27.4K ﹤0.01%
130
462
$27.2K ﹤0.01%
360
463
$27.2K ﹤0.01%
1,745
-3,720
464
$27K ﹤0.01%
5,750
465
$26.9K ﹤0.01%
2,706
466
$26.8K ﹤0.01%
1,683
467
$26.5K ﹤0.01%
900
-14,480
468
$26.2K ﹤0.01%
111
-22
469
$26.1K ﹤0.01%
339
470
$26K ﹤0.01%
92
-3
471
$25.4K ﹤0.01%
800
-150
472
$25.1K ﹤0.01%
1,850
473
$24.9K ﹤0.01%
309
474
$24.5K ﹤0.01%
4,000
475
$24.4K ﹤0.01%
650
17 18
19
20 21