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
201
$226K 0.02%
13,100
202
$221K 0.02%
+5,388
203
$219K 0.02%
845
-2,766
204
$216K 0.02%
2,097
-482
205
$211K 0.02%
813
206
$211K 0.02%
515
207
$210K 0.02%
1,495
208
$207K 0.02%
983
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209
$205K 0.02%
1,392
210
$202K 0.02%
2,457
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211
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3,978
-47
212
$197K 0.02%
22,128
+3,215
213
$194K 0.02%
2,025
-1,678
214
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1,300
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215
$187K 0.01%
5,275
-89
216
$183K 0.01%
1,107
217
$180K 0.01%
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218
$180K 0.01%
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219
$178K 0.01%
2,365
220
$178K 0.01%
730
221
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2,950
222
$169K 0.01%
1,655
-305
223
$168K 0.01%
2,655
-405
224
$167K 0.01%
2,155
-1,358
225
$167K 0.01%
460
-140
7 8
9
10 11