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
426
$45.4K ﹤0.01%
1,080
427
$44.9K ﹤0.01%
622
428
$44.8K ﹤0.01%
726
429
$44.7K ﹤0.01%
+777
430
$44.2K ﹤0.01%
1,584
+87
431
$43.9K ﹤0.01%
+900
432
$43.1K ﹤0.01%
425
-600
433
$42.8K ﹤0.01%
800
434
$42.4K ﹤0.01%
5,502
435
$42.4K ﹤0.01%
4,000
436
$42.3K ﹤0.01%
2,000
437
$42.2K ﹤0.01%
512
-662
438
$42K ﹤0.01%
362
439
$41.5K ﹤0.01%
1,647
+1,500
440
$40.8K ﹤0.01%
300
441
$40.7K ﹤0.01%
664
442
$40.4K ﹤0.01%
1,231
443
$40.2K ﹤0.01%
2,592
444
$39.6K ﹤0.01%
2,000
445
$39K ﹤0.01%
115
446
$38.9K ﹤0.01%
80
+70
447
$38.8K ﹤0.01%
5,000
448
$38.6K ﹤0.01%
175
449
$38.5K ﹤0.01%
+600
450
$38.5K ﹤0.01%
397
+325
16 17
18
19 20