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
626
$7.98K ﹤0.01%
65
627
$7.92K ﹤0.01%
+250
628
$7.9K ﹤0.01%
158
629
$7.82K ﹤0.01%
+102
630
$7.58K ﹤0.01%
+200
631
$7.54K ﹤0.01%
+184
632
$7.52K ﹤0.01%
+300
633
$7.35K ﹤0.01%
+350
634
$7.27K ﹤0.01%
+300
635
$7.23K ﹤0.01%
220
+120
636
$7.12K ﹤0.01%
+100
637
$6.9K ﹤0.01%
141
-800
638
$6.68K ﹤0.01%
200
639
$6.63K ﹤0.01%
60
-72
640
$6.62K ﹤0.01%
187
+40
641
$6.49K ﹤0.01%
150
642
$6.4K ﹤0.01%
190
643
$6.4K ﹤0.01%
+125
644
$6.37K ﹤0.01%
+300
645
$6.08K ﹤0.01%
+300
646
$6.07K ﹤0.01%
250
647
$6.04K ﹤0.01%
+250
648
$5.93K ﹤0.01%
101
649
$5.73K ﹤0.01%
500
650
$5.7K ﹤0.01%
+325
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