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
26
$13.3M 1.2%
84,014
-951
27
$13M 1.18%
92,316
+85,172
28
$12.8M 1.16%
80,870
+78,020
29
$12.5M 1.14%
362,084
+324,304
30
$12.4M 1.12%
72,989
-1,560
31
$12.1M 1.1%
318,392
+315,362
32
$11.5M 1.04%
94,226
-2,649
33
$11.4M 1.04%
60,597
-336
34
$11.2M 1.01%
+32,551
35
$11.1M 1.01%
+133,705
36
$10.1M 0.92%
66,672
+59,995
37
$9.6M 0.87%
119,143
+112,211
38
$9.52M 0.86%
64,977
-4,074
39
$9.49M 0.86%
93,922
+89,210
40
$9.4M 0.85%
643,410
+610,210
41
$9.32M 0.85%
42,313
+41,779
42
$9.18M 0.83%
99,420
+23,316
43
$8.46M 0.77%
95,387
+35,473
44
$8.3M 0.75%
61,925
+382
45
$8.27M 0.75%
132,306
-679
46
$8.25M 0.75%
209,443
-22,320
47
$8.01M 0.73%
+162,054
48
$7.71M 0.7%
68,437
-6,765
49
$7.58M 0.69%
97,480
-9,555
50
$7.51M 0.68%
55,009
+55,007
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