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
551
$17.8K ﹤0.01%
21
-75
552
$17.7K ﹤0.01%
1,863
+1,604
553
$17.5K ﹤0.01%
499
+343
554
$17.5K ﹤0.01%
309
555
$17.4K ﹤0.01%
81
-6
556
$17K ﹤0.01%
200
557
$16.9K ﹤0.01%
2,500
558
$16.6K ﹤0.01%
70
559
$16.5K ﹤0.01%
1,200
560
$16.4K ﹤0.01%
400
561
$16.4K ﹤0.01%
+600
562
$16.3K ﹤0.01%
200
563
$16K ﹤0.01%
498
564
$15.7K ﹤0.01%
200
565
$15.7K ﹤0.01%
544
566
$15.7K ﹤0.01%
85
567
$15.5K ﹤0.01%
+101
568
$15.4K ﹤0.01%
2,469
569
$14.7K ﹤0.01%
648
570
$14.5K ﹤0.01%
300
571
$14.4K ﹤0.01%
70
572
$14.4K ﹤0.01%
74
573
$14.2K ﹤0.01%
232
+166
574
$13.9K ﹤0.01%
200
575
$13.9K ﹤0.01%
+1,600