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
401
$56.2K 0.01%
475
+89
402
$55.8K 0.01%
2,439
+151
403
$55.2K 0.01%
+281
404
$53.6K ﹤0.01%
2,132
405
$53.3K ﹤0.01%
+1,625
406
$53.2K ﹤0.01%
1,300
407
$53.1K ﹤0.01%
2,390
408
$52.9K ﹤0.01%
1,415
+855
409
$52.6K ﹤0.01%
500
-700
410
$52.6K ﹤0.01%
500
411
$52.2K ﹤0.01%
160
-40
412
$51.8K ﹤0.01%
+750
413
$51.6K ﹤0.01%
1,105
414
$51.4K ﹤0.01%
+1,000
415
$51.4K ﹤0.01%
+155
416
$51.1K ﹤0.01%
1,599
417
$50.2K ﹤0.01%
590
+500
418
$47.9K ﹤0.01%
2,900
419
$47.8K ﹤0.01%
+442
420
$47.5K ﹤0.01%
660
421
$47K ﹤0.01%
+950
422
$46.1K ﹤0.01%
3,463
423
$45.8K ﹤0.01%
+475
424
$45.7K ﹤0.01%
552
425
$45.6K ﹤0.01%
1,100
+100
15 16
17
18 19