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
576
$13.9K ﹤0.01%
+500
577
$13.8K ﹤0.01%
+224
578
$13.8K ﹤0.01%
42
579
$13.7K ﹤0.01%
245
580
$13.6K ﹤0.01%
1,000
581
$13.5K ﹤0.01%
73
-3
582
$13.4K ﹤0.01%
120
583
$13.4K ﹤0.01%
1,061
584
$13.4K ﹤0.01%
2,081
-5,000
585
$13.1K ﹤0.01%
1,060
+860
586
$12.9K ﹤0.01%
200
587
$12.9K ﹤0.01%
200
588
$12.8K ﹤0.01%
450
-750
589
$12.6K ﹤0.01%
100
590
$12.5K ﹤0.01%
2,706
591
$12.4K ﹤0.01%
+250
592
$12.2K ﹤0.01%
+1,000
593
$12K ﹤0.01%
80
-32
594
$11.9K ﹤0.01%
265
595
$11.9K ﹤0.01%
50
-150
596
$11.7K ﹤0.01%
125
597
$11.7K ﹤0.01%
229
+133
598
$11.5K ﹤0.01%
500
599
$11.4K ﹤0.01%
+100
600
$11.2K ﹤0.01%
+408
22 23
24
25 26