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
51
$7.15M 0.56%
271,389
-13,590
52
$6.21M 0.49%
40,385
-4,038
53
$5.97M 0.47%
10,561
-200
54
$5.9M 0.46%
175,194
-1,350
55
$5.86M 0.46%
16,418
-601
56
$5.64M 0.44%
95,054
+16,819
57
$5.27M 0.41%
44,225
-3,961
58
$5.18M 0.41%
50,112
-4,002
59
$5.1M 0.4%
50,507
-1,982
60
$4.97M 0.39%
9,121
-129
61
$4.83M 0.38%
60,766
-575
62
$4.49M 0.35%
61,007
+44,465
63
$3.98M 0.31%
288,329
+400
64
$3.9M 0.31%
48,995
+1,000
65
$3.87M 0.3%
7,285
-626
66
$3.73M 0.29%
9,172
+35
67
$3.61M 0.28%
55,833
-1,820
68
$3.42M 0.27%
14,671
-1,659
69
$3.27M 0.26%
34,764
-155
70
$3.24M 0.25%
47,294
-556
71
$3.19M 0.25%
26,407
+1,557
72
$3.05M 0.24%
10,197
-548
73
$3.04M 0.24%
75,332
-5,503
74
$2.87M 0.23%
48,778
-825
75
$2.79M 0.22%
5,873
-479
1 2
3
4 5