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
476
$24.3K ﹤0.01%
100
477
$24.3K ﹤0.01%
817
478
$23.9K ﹤0.01%
400
479
$23.5K ﹤0.01%
500
480
$23.5K ﹤0.01%
31
481
$23.4K ﹤0.01%
388
+325
482
$23.3K ﹤0.01%
176
483
$23.2K ﹤0.01%
136
-35
484
$23K ﹤0.01%
800
485
$22.8K ﹤0.01%
295
486
$22.6K ﹤0.01%
635
487
$22.6K ﹤0.01%
+282
488
$22.5K ﹤0.01%
195
-35
489
$22.5K ﹤0.01%
400
490
$22.3K ﹤0.01%
+501
491
$22.2K ﹤0.01%
400
492
$21.3K ﹤0.01%
63
493
$21.2K ﹤0.01%
55
+15
494
$20.8K ﹤0.01%
+170
495
$20.6K ﹤0.01%
450
496
$20.2K ﹤0.01%
425
497
$19.5K ﹤0.01%
250
498
$19.3K ﹤0.01%
47
499
$19.3K ﹤0.01%
1,781
-118
500
$19.2K ﹤0.01%
314
18 19
20
21 22