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
526
$16K ﹤0.01%
73
527
$15.9K ﹤0.01%
230
528
$15.8K ﹤0.01%
375
529
$15.7K ﹤0.01%
124
530
$15.6K ﹤0.01%
150
-3,993
531
$15.3K ﹤0.01%
570
-61
532
$15.2K ﹤0.01%
500
533
$15.2K ﹤0.01%
115
534
$15.2K ﹤0.01%
120
535
$15K ﹤0.01%
+185
536
$14.9K ﹤0.01%
201
537
$14.9K ﹤0.01%
300
538
$14.8K ﹤0.01%
265
539
$14.7K ﹤0.01%
616
-37
540
$14.4K ﹤0.01%
+100
541
$14.3K ﹤0.01%
237
-1,781
542
$14K ﹤0.01%
700
543
$14K ﹤0.01%
75
-25
544
$13.9K ﹤0.01%
80
-107
545
$13.8K ﹤0.01%
80
546
$13.6K ﹤0.01%
100
547
$13.5K ﹤0.01%
500
548
$13.3K ﹤0.01%
258
+70
549
$13.1K ﹤0.01%
200
550
$12.9K ﹤0.01%
200
20 21
22
23 24