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
676
$1.5K ﹤0.01%
100
677
$1.38K ﹤0.01%
50
678
$1.28K ﹤0.01%
191
679
$1.26K ﹤0.01%
20
680
$1.16K ﹤0.01%
25
681
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1,000
682
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65
683
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27
684
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18
685
$940 ﹤0.01%
250
686
$853 ﹤0.01%
4
687
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5
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$696 ﹤0.01%
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20
-2,266
696
$557 ﹤0.01%
1
697
$482 ﹤0.01%
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10
699
$408 ﹤0.01%
10
700
$405 ﹤0.01%
100
26 27
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29 30