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
$1.1B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.7M
3
+$12.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$12.3M
5
AMLP icon
Alerian MLP ETF
AMLP
+$12M

Top Sells

1
+$5M
2
+$3.62M
3
+$2.81M
4
CMCSA icon
Comcast
CMCSA
+$1.04M
5
VZ icon
Verizon
VZ
+$879K

Sector Composition

1 Technology 21.56%
2 Healthcare 14.88%
3 Financials 13.17%
4 Consumer Staples 9.32%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$216K 0.02%
3,090
+996
227
$212K 0.02%
388
+3
228
$202K 0.02%
813
+663
229
$200K 0.02%
1,400
230
$197K 0.02%
669
-306
231
$197K 0.02%
5,637
+5,587
232
$196K 0.02%
2,145
233
$194K 0.02%
1,884
+76
234
$192K 0.02%
1,863
+1,830
235
$191K 0.02%
4,600
236
$188K 0.02%
2,987
+2,033
237
$188K 0.02%
487
-22
238
$187K 0.02%
+667
239
$184K 0.02%
4,000
+2,500
240
$183K 0.02%
11,370
241
$182K 0.02%
1,400
-875
242
$180K 0.02%
10,566
+200
243
$180K 0.02%
2,741
244
$177K 0.02%
697
+350
245
$177K 0.02%
27,605
246
$176K 0.02%
610
247
$174K 0.02%
1,531
248
$172K 0.02%
10,000
249
$172K 0.02%
+3,060
250
$172K 0.02%
1,495
8 9
10
11 12