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
476
$31.9K ﹤0.01%
3,000
477
$31.9K ﹤0.01%
2,025
478
$31.7K ﹤0.01%
2,035
+2,000
479
$31.6K ﹤0.01%
+300
480
$31.5K ﹤0.01%
2,094
481
$31.3K ﹤0.01%
1,033
482
$31.2K ﹤0.01%
230
-250
483
$31K ﹤0.01%
750
484
$30.8K ﹤0.01%
200
485
$30.6K ﹤0.01%
+700
486
$30.5K ﹤0.01%
115
487
$30.4K ﹤0.01%
655
488
$30.3K ﹤0.01%
450
489
$29.9K ﹤0.01%
650
490
$29.8K ﹤0.01%
1,160
-3,360
491
$29.7K ﹤0.01%
1,000
492
$29.6K ﹤0.01%
613
+478
493
$29.6K ﹤0.01%
3,711
494
$29.6K ﹤0.01%
758
495
$29.3K ﹤0.01%
+1,425
496
$29.2K ﹤0.01%
5,750
497
$29K ﹤0.01%
330
498
$29K ﹤0.01%
133
499
$28.8K ﹤0.01%
2,600
500
$28.7K ﹤0.01%
400
18 19
20
21 22