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
326
$91.4K 0.01%
+2,400
327
$91.3K 0.01%
550
328
$90.4K 0.01%
+870
329
$90.3K 0.01%
1,659
330
$88.7K 0.01%
669
-1,553
331
$88.4K 0.01%
496
+196
332
$86.4K 0.01%
+6,131
333
$85.6K 0.01%
900
334
$85.3K 0.01%
1,455
-150
335
$85K 0.01%
+1,166
336
$84.3K 0.01%
820
337
$83.4K 0.01%
5,896
338
$82.9K 0.01%
1,102
-270
339
$82.2K 0.01%
1,600
340
$81.7K 0.01%
2,500
341
$80.8K 0.01%
2,500
-1,000
342
$80.8K 0.01%
5,000
343
$80.2K 0.01%
+950
344
$79.6K 0.01%
3,867
345
$79.3K 0.01%
3,500
346
$78.3K 0.01%
+1,659
347
$77.7K 0.01%
2,148
348
$76.2K 0.01%
800
349
$75.6K 0.01%
2,430
350
$75.5K 0.01%
10,000
12 13
14
15 16