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
501
$28.3K ﹤0.01%
129
502
$28.2K ﹤0.01%
+300
503
$27.4K ﹤0.01%
+300
504
$27.4K ﹤0.01%
4,000
505
$27.2K ﹤0.01%
428
506
$27.1K ﹤0.01%
130
507
$26.9K ﹤0.01%
1,500
-1,000
508
$26.7K ﹤0.01%
+400
509
$26.3K ﹤0.01%
333
+50
510
$25.9K ﹤0.01%
+2,225
511
$24.5K ﹤0.01%
600
512
$24.3K ﹤0.01%
290
513
$23.8K ﹤0.01%
197
514
$23.7K ﹤0.01%
1,683
515
$23.6K ﹤0.01%
309
516
$23.4K ﹤0.01%
270
-865
517
$23.3K ﹤0.01%
1,000
518
$23.2K ﹤0.01%
+100
519
$22.6K ﹤0.01%
2,035
+284
520
$22.5K ﹤0.01%
136
+111
521
$22.4K ﹤0.01%
+500
522
$22.4K ﹤0.01%
475
523
$22.2K ﹤0.01%
650
524
$22.2K ﹤0.01%
+225
525
$22.1K ﹤0.01%
+293
19 20
21
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