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
251
$170K 0.02%
735
+40
252
$170K 0.02%
9,207
+6,632
253
$168K 0.02%
14,782
254
$168K 0.02%
1,107
255
$163K 0.01%
7,393
+133
256
$162K 0.01%
+2,350
257
$162K 0.01%
2,035
+237
258
$159K 0.01%
13,096
-6,545
259
$159K 0.01%
2,342
+1,243
260
$158K 0.01%
654
+400
261
$157K 0.01%
+8,670
262
$156K 0.01%
588
263
$156K 0.01%
454
264
$156K 0.01%
2,985
+2,062
265
$155K 0.01%
6,287
-450
266
$152K 0.01%
+916
267
$150K 0.01%
1,460
+130
268
$148K 0.01%
880
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269
$148K 0.01%
2,592
+1,568
270
$147K 0.01%
2,950
271
$147K 0.01%
8,500
+4,500
272
$145K 0.01%
+600
273
$145K 0.01%
1,076
+1,043
274
$141K 0.01%
100
275
$139K 0.01%
1,655
+208
9 10
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