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
351
$74.2K 0.01%
525
352
$73.3K 0.01%
4,282
-1
353
$73.2K 0.01%
1,071
+711
354
$72.9K 0.01%
1,150
+150
355
$72.9K 0.01%
+1,200
356
$72K 0.01%
761
357
$72K 0.01%
859
+590
358
$71.9K 0.01%
434
359
$70.5K 0.01%
+325
360
$70.3K 0.01%
2,268
+528
361
$70.1K 0.01%
1,750
+1,650
362
$70K 0.01%
4,000
363
$69.9K 0.01%
+2,300
364
$69.7K 0.01%
898
+525
365
$69.4K 0.01%
8,500
366
$69.1K 0.01%
920
-1,690
367
$69.1K 0.01%
2,382
+2,337
368
$68.6K 0.01%
833
369
$68.2K 0.01%
213
-21
370
$68.1K 0.01%
2,880
371
$66.9K 0.01%
1,272
372
$66.7K 0.01%
349
373
$66.6K 0.01%
956
374
$66.2K 0.01%
+8,770
375
$65.8K 0.01%
2,000
13 14
15
16 17