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
301
$111K 0.01%
6,000
302
$109K 0.01%
1,703
303
$109K 0.01%
423
-18
304
$109K 0.01%
3,250
305
$108K 0.01%
+5,465
306
$108K 0.01%
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307
$108K 0.01%
1,088
-363
308
$107K 0.01%
465
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309
$107K 0.01%
+2,638
310
$106K 0.01%
650
311
$106K 0.01%
2,643
+305
312
$106K 0.01%
2,238
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313
$105K 0.01%
2,537
+1,823
314
$104K 0.01%
1,330
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315
$104K 0.01%
985
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316
$101K 0.01%
515
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317
$101K 0.01%
795
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$100K 0.01%
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319
$100K 0.01%
2,008
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320
$97.3K 0.01%
648
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321
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898
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322
$95K 0.01%
8,333
323
$94.4K 0.01%
+900
324
$92.8K 0.01%
1,218
325
$91.6K 0.01%
1,350
+550
11 12
13
14 15