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
76
$2.77M 0.22%
11,130
-70
77
$2.34M 0.18%
67,196
-30,918
78
$2.25M 0.18%
29,566
-4,975
79
$2.15M 0.17%
113,799
+49,250
80
$2.02M 0.16%
5,699
-40
81
$1.85M 0.15%
44,770
-5,250
82
$1.74M 0.14%
53,684
-3,100
83
$1.72M 0.14%
20,543
-3,128
84
$1.68M 0.13%
91,332
85
$1.65M 0.13%
57,259
-1,899
86
$1.62M 0.13%
16,275
-4,220
87
$1.56M 0.12%
22,276
-22,178
88
$1.55M 0.12%
4,475
-56
89
$1.53M 0.12%
8,885
-2,795
90
$1.52M 0.12%
6,100
-725
91
$1.5M 0.12%
24,337
+3,020
92
$1.47M 0.12%
2,801
+61
93
$1.46M 0.11%
1,796
-132
94
$1.36M 0.11%
6,979
-1,323
95
$1.35M 0.11%
13,889
-950
96
$1.27M 0.1%
15,643
-16,507
97
$1.23M 0.1%
13,146
98
$1.21M 0.1%
31,032
-11,689
99
$1.18M 0.09%
142,040
+25,660
100
$1.18M 0.09%
4,084
-48
2 3
4
5 6