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
451
$38.2K ﹤0.01%
+70
452
$38.1K ﹤0.01%
360
453
$37.5K ﹤0.01%
+135
454
$37.1K ﹤0.01%
2,000
455
$37.1K ﹤0.01%
1,000
-800
456
$36.7K ﹤0.01%
270
-46
457
$36.1K ﹤0.01%
272
+200
458
$36K ﹤0.01%
379
+250
459
$35.9K ﹤0.01%
201
460
$35.6K ﹤0.01%
845
461
$35.5K ﹤0.01%
1,240
462
$35.5K ﹤0.01%
2,600
463
$35.4K ﹤0.01%
400
464
$35K ﹤0.01%
+500
465
$34.5K ﹤0.01%
220
466
$34.4K ﹤0.01%
2,150
-300
467
$34.1K ﹤0.01%
+85
468
$34.1K ﹤0.01%
+737
469
$34.1K ﹤0.01%
274
+39
470
$34K ﹤0.01%
672
+25
471
$34K ﹤0.01%
1,050
+650
472
$33.9K ﹤0.01%
3,000
473
$33.3K ﹤0.01%
1,000
-1,000
474
$33K ﹤0.01%
505
475
$33K ﹤0.01%
481
+250
17 18
19
20 21