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
576
$10K ﹤0.01%
370
577
$9.88K ﹤0.01%
110
578
$9.81K ﹤0.01%
33
579
$9.68K ﹤0.01%
110
580
$9.49K ﹤0.01%
166
-735
581
$9.47K ﹤0.01%
500
-7,945
582
$9.4K ﹤0.01%
58
583
$9.37K ﹤0.01%
250
584
$9.29K ﹤0.01%
+219
585
$9.26K ﹤0.01%
250
586
$8.88K ﹤0.01%
229
587
$8.74K ﹤0.01%
50
588
$8.65K ﹤0.01%
100
-50
589
$8.44K ﹤0.01%
585
-509
590
$8.39K ﹤0.01%
396
591
$8.28K ﹤0.01%
100
592
$8.04K ﹤0.01%
200
593
$8.02K ﹤0.01%
+94
594
$7.89K ﹤0.01%
+220
595
$7.61K ﹤0.01%
300
596
$7.57K ﹤0.01%
301
597
$7.52K ﹤0.01%
+400
598
$7.48K ﹤0.01%
50
599
$7.48K ﹤0.01%
200
600
$7.45K ﹤0.01%
100
22 23
24
25 26