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
651
$3.07K ﹤0.01%
200
652
$3.06K ﹤0.01%
50
-50
653
$3.02K ﹤0.01%
99
654
$2.94K ﹤0.01%
33
655
$2.78K ﹤0.01%
50
656
$2.77K ﹤0.01%
70
657
$2.68K ﹤0.01%
648
658
$2.65K ﹤0.01%
99
659
$2.6K ﹤0.01%
97
-348
660
$2.46K ﹤0.01%
7
661
$2.44K ﹤0.01%
100
662
$2.27K ﹤0.01%
50
663
$2.24K ﹤0.01%
71
664
$2.08K ﹤0.01%
300
665
$2.05K ﹤0.01%
91
666
$1.98K ﹤0.01%
200
667
$1.93K ﹤0.01%
50
668
$1.92K ﹤0.01%
80
-80
669
$1.86K ﹤0.01%
51
670
$1.77K ﹤0.01%
49
671
$1.73K ﹤0.01%
38
672
$1.69K ﹤0.01%
18
673
$1.56K ﹤0.01%
50
674
$1.55K ﹤0.01%
68
675
$1.5K ﹤0.01%
11
25 26
27
28 29