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
601
$11.1K ﹤0.01%
+200
602
$10.9K ﹤0.01%
+110
603
$10.8K ﹤0.01%
1,000
604
$10.5K ﹤0.01%
400
605
$10.5K ﹤0.01%
+169
606
$10.4K ﹤0.01%
300
-5,415
607
$10.1K ﹤0.01%
144
608
$10.1K ﹤0.01%
370
+20
609
$9.93K ﹤0.01%
100
610
$9.77K ﹤0.01%
85
611
$9.71K ﹤0.01%
320
612
$9.41K ﹤0.01%
+430
613
$9.37K ﹤0.01%
+285
614
$9.28K ﹤0.01%
125
615
$9.23K ﹤0.01%
500
616
$8.98K ﹤0.01%
75
-327
617
$8.67K ﹤0.01%
89
+31
618
$8.63K ﹤0.01%
+205
619
$8.57K ﹤0.01%
700
+450
620
$8.5K ﹤0.01%
188
+40
621
$8.22K ﹤0.01%
+100
622
$8.22K ﹤0.01%
220
623
$8.2K ﹤0.01%
110
624
$8.11K ﹤0.01%
65
625
$8.09K ﹤0.01%
+265