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
101
$1.17M 0.09%
13,397
-100
102
$1.17M 0.09%
9,306
103
$1.14M 0.09%
25,905
-2,699
104
$1.09M 0.09%
12,595
105
$1.05M 0.08%
6,769
-817
106
$937K 0.07%
5,500
107
$908K 0.07%
17,445
-71
108
$902K 0.07%
1,777
109
$828K 0.07%
10,484
+336
110
$817K 0.06%
9,053
-555
111
$802K 0.06%
1,283
+28
112
$790K 0.06%
7,175
-430
113
$783K 0.06%
6,747
-18
114
$769K 0.06%
12,529
-6,286
115
$757K 0.06%
6,780
-40
116
$756K 0.06%
8,272
-376
117
$741K 0.06%
1,272
118
$737K 0.06%
1,799
+327
119
$721K 0.06%
2,851
-950
120
$719K 0.06%
17,000
121
$714K 0.06%
14,906
-8,069
122
$678K 0.05%
2,287
-133
123
$678K 0.05%
7,223
-70
124
$662K 0.05%
11,945
-105
125
$658K 0.05%
15,999
+1,627
3 4
5
6 7