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
551
$12.8K ﹤0.01%
+413
552
$12.7K ﹤0.01%
78
553
$12.7K ﹤0.01%
100
554
$12.4K ﹤0.01%
30
555
$12.2K ﹤0.01%
+160
556
$12.1K ﹤0.01%
+333
557
$11.7K ﹤0.01%
1,000
558
$11.5K ﹤0.01%
400
559
$11.4K ﹤0.01%
+348
560
$11.3K ﹤0.01%
205
561
$10.9K ﹤0.01%
232
562
$10.9K ﹤0.01%
325
-1,050
563
$10.8K ﹤0.01%
285
564
$10.8K ﹤0.01%
639
565
$10.7K ﹤0.01%
50
566
$10.6K ﹤0.01%
1,200
567
$10.5K ﹤0.01%
125
568
$10.5K ﹤0.01%
129
-250
569
$10.4K ﹤0.01%
125
570
$10.3K ﹤0.01%
104
571
$10.2K ﹤0.01%
250
572
$10.1K ﹤0.01%
2,500
573
$10.1K ﹤0.01%
1,000
574
$10.1K ﹤0.01%
+234
575
$10K ﹤0.01%
+171