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
526
$21.9K ﹤0.01%
+1,100
527
$21.6K ﹤0.01%
817
528
$21.2K ﹤0.01%
+500
529
$21.1K ﹤0.01%
+300
530
$21.1K ﹤0.01%
283
531
$20.2K ﹤0.01%
635
532
$20.1K ﹤0.01%
+400
533
$20K ﹤0.01%
+156
534
$19.8K ﹤0.01%
93
535
$19.7K ﹤0.01%
+30
536
$19.6K ﹤0.01%
124
537
$19.6K ﹤0.01%
900
538
$19.5K ﹤0.01%
65
539
$19.2K ﹤0.01%
225
-375
540
$19.1K ﹤0.01%
+95
541
$19K ﹤0.01%
400
542
$18.8K ﹤0.01%
240
543
$18.7K ﹤0.01%
100
+83
544
$18.7K ﹤0.01%
104
-259
545
$18.7K ﹤0.01%
+130
546
$18.5K ﹤0.01%
295
547
$18.5K ﹤0.01%
150
-200
548
$18.2K ﹤0.01%
600
549
$18.2K ﹤0.01%
231
-70
550
$17.9K ﹤0.01%
920
20 21
22
23 24