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
276
$138K 0.01%
2,105
+150
277
$138K 0.01%
355
-145
278
$135K 0.01%
+1,742
279
$134K 0.01%
1,200
-200
280
$133K 0.01%
31,187
-2,319
281
$132K 0.01%
14,500
282
$132K 0.01%
2,800
283
$132K 0.01%
3,770
-29,643
284
$131K 0.01%
8,575
+95
285
$129K 0.01%
3,800
286
$128K 0.01%
5,592
287
$127K 0.01%
5,350
288
$126K 0.01%
360
289
$121K 0.01%
1,577
+1,260
290
$120K 0.01%
+630
291
$120K 0.01%
4,000
292
$118K 0.01%
+1,450
293
$118K 0.01%
+1,200
294
$115K 0.01%
159
-195
295
$114K 0.01%
3,328
296
$114K 0.01%
13,414
297
$113K 0.01%
4,725
+2,269
298
$113K 0.01%
+2,200
299
$112K 0.01%
450
+425
300
$112K 0.01%
10,610
-210
10 11
12
13 14