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
501
$19.1K ﹤0.01%
309
502
$19K ﹤0.01%
300
503
$18.9K ﹤0.01%
230
+215
504
$18.8K ﹤0.01%
320
505
$18.7K ﹤0.01%
97
-701
506
$18.5K ﹤0.01%
+101
507
$18.5K ﹤0.01%
499
-2,806
508
$18.4K ﹤0.01%
215
509
$18.3K ﹤0.01%
1,604
-93
510
$18.2K ﹤0.01%
245
511
$18.2K ﹤0.01%
100
512
$18.2K ﹤0.01%
80
+60
513
$18.1K ﹤0.01%
400
514
$18.1K ﹤0.01%
+246
515
$18K ﹤0.01%
338
-828
516
$17.8K ﹤0.01%
61
517
$17.7K ﹤0.01%
613
+423
518
$17.5K ﹤0.01%
45
-42
519
$17.5K ﹤0.01%
100
520
$17.3K ﹤0.01%
+809
521
$17.1K ﹤0.01%
920
522
$16.9K ﹤0.01%
350
523
$16.7K ﹤0.01%
85
524
$16.6K ﹤0.01%
269
-590
525
$16.6K ﹤0.01%
1,359
-595
19 20
21
22 23