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
376
$65.1K 0.01%
2,000
-400
377
$65K 0.01%
505
-355
378
$64.9K 0.01%
2,704
379
$63.5K 0.01%
4,905
-6,275
380
$63.2K 0.01%
3,000
+1,500
381
$63.2K 0.01%
751
382
$62.8K 0.01%
+400
383
$62.6K 0.01%
400
384
$62.5K 0.01%
817
385
$62.1K 0.01%
6,000
+2,000
386
$62.1K 0.01%
200
387
$61.8K 0.01%
5,560
+5,441
388
$61.5K 0.01%
3,450
+268
389
$61.1K 0.01%
931
390
$60.9K 0.01%
2,179
391
$60.6K 0.01%
+920
392
$59.8K 0.01%
+1,200
393
$59.4K 0.01%
1,272
394
$58.8K 0.01%
+1,190
395
$58K 0.01%
234
396
$58K 0.01%
+1,000
397
$57.7K 0.01%
3,000
398
$57.2K 0.01%
1,000
399
$56.9K 0.01%
1,438
400
$56.3K 0.01%
954
+834
14 15
16
17 18