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
601
$7.44K ﹤0.01%
344
602
$7.11K ﹤0.01%
+330
603
$7.06K ﹤0.01%
500
604
$6.86K ﹤0.01%
60
605
$6.79K ﹤0.01%
150
606
$6.64K ﹤0.01%
360
607
$6.6K ﹤0.01%
100
608
$6.48K ﹤0.01%
79
609
$6.25K ﹤0.01%
75
610
$6.08K ﹤0.01%
150
611
$6.08K ﹤0.01%
350
612
$6.08K ﹤0.01%
75
-75
613
$6.02K ﹤0.01%
300
614
$5.94K ﹤0.01%
300
615
$5.84K ﹤0.01%
50
616
$5.5K ﹤0.01%
400
617
$5.38K ﹤0.01%
150
618
$5.35K ﹤0.01%
23
619
$5.21K ﹤0.01%
500
620
$4.83K ﹤0.01%
120
621
$4.6K ﹤0.01%
150
622
$4.59K ﹤0.01%
399
623
$4.54K ﹤0.01%
100
624
$4.43K ﹤0.01%
136
625
$4.39K ﹤0.01%
500
23 24
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