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
126
$649K 0.05%
4,400
127
$641K 0.05%
4,306
-3,516
128
$640K 0.05%
15,720
129
$639K 0.05%
5,259
+69
130
$634K 0.05%
1,585
-27
131
$629K 0.05%
10,500
132
$622K 0.05%
8,007
133
$619K 0.05%
12,030
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134
$607K 0.05%
7,977
-250
135
$598K 0.05%
7,012
136
$588K 0.05%
40,153
137
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11,407
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138
$569K 0.04%
2,583
139
$546K 0.04%
4,140
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140
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450
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141
$544K 0.04%
17,525
142
$543K 0.04%
1
143
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144
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145
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146
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147
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1,874
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148
$503K 0.04%
2,262
149
$495K 0.04%
2,770
150
$487K 0.04%
4,659
4 5
6
7 8