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
626
$4.26K ﹤0.01%
70
627
$4.22K ﹤0.01%
300
628
$4.1K ﹤0.01%
39
629
$4.1K ﹤0.01%
65
630
$4.08K ﹤0.01%
830
+330
631
$4.03K ﹤0.01%
125
632
$3.98K ﹤0.01%
76
633
$3.97K ﹤0.01%
1,125
634
$3.93K ﹤0.01%
452
635
$3.88K ﹤0.01%
462
636
$3.87K ﹤0.01%
860
-200
637
$3.81K ﹤0.01%
200
-10,366
638
$3.76K ﹤0.01%
650
639
$3.65K ﹤0.01%
100
640
$3.65K ﹤0.01%
200
641
$3.61K ﹤0.01%
750
642
$3.51K ﹤0.01%
104
643
$3.51K ﹤0.01%
50
644
$3.42K ﹤0.01%
145
645
$3.33K ﹤0.01%
68
646
$3.29K ﹤0.01%
50
647
$3.29K ﹤0.01%
36
-715
648
$3.28K ﹤0.01%
399
649
$3.15K ﹤0.01%
300
650
$3.11K ﹤0.01%
41
24 25
26
27 28