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
26
$14.7M 1.16%
90,186
-595
27
$14.7M 1.15%
74,367
+374
28
$14.3M 1.12%
68,024
-609
29
$14.2M 1.11%
78,831
-2,082
30
$14.1M 1.11%
274,410
+28,331
31
$13.4M 1.05%
104,063
-276
32
$13M 1.02%
304,726
-4,372
33
$12.8M 1%
326,961
-6,111
34
$12.6M 0.99%
65,805
-4,233
35
$12.4M 0.97%
129,055
+719
36
$11.8M 0.93%
52,450
+5,526
37
$11.8M 0.93%
37,812
+6,442
38
$11.7M 0.92%
87,741
-2,701
39
$11.4M 0.9%
81,064
-1,368
40
$11.2M 0.88%
167,636
+719
41
$10.5M 0.83%
70,428
-88
42
$10.1M 0.79%
30,583
-1,189
43
$9.93M 0.78%
37,904
-2,677
44
$9.69M 0.76%
102,439
-12,623
45
$9.39M 0.74%
+99,292
46
$9.29M 0.73%
69,715
-416
47
$8.91M 0.7%
60,785
-3,266
48
$8.87M 0.7%
128,853
-2,909
49
$8.35M 0.66%
18,957
+15,377
50
$7.8M 0.61%
16,339
-57
1
2
3 4 5