BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$360K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$8.23M
3
+$3.16M
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.56M

Top Sells

1
+$9.99M
2
+$7.68M
3
+$4.21M
4
ABT icon
Abbott
ABT
+$2.89M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.79M

Sector Composition

1 Energy 16.58%
2 Industrials 13.29%
3 Technology 11.54%
4 Financials 11.37%
5 Healthcare 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.01%
923
227
$33K 0.01%
+6,280
228
$31K 0.01%
667
229
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232
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233
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235
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243
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7 8 9
10
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