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
651
$5.57K ﹤0.01%
+500
652
$5.56K ﹤0.01%
621
653
$5.55K ﹤0.01%
+40
654
$5.25K ﹤0.01%
+100
655
$5.09K ﹤0.01%
+400
656
$5.07K ﹤0.01%
+300
657
$5.06K ﹤0.01%
+100
658
$5.05K ﹤0.01%
145
659
$5K ﹤0.01%
59
660
$4.92K ﹤0.01%
+125
661
$4.87K ﹤0.01%
+80
662
$4.72K ﹤0.01%
+75
663
$4.69K ﹤0.01%
23
664
$4.67K ﹤0.01%
+150
665
$4.65K ﹤0.01%
+75
666
$4.64K ﹤0.01%
+500
667
$4.61K ﹤0.01%
250
-105
668
$4.57K ﹤0.01%
+452
669
$4.53K ﹤0.01%
160
670
$4.45K ﹤0.01%
+350
671
$4.45K ﹤0.01%
200
-1,200
672
$4.31K ﹤0.01%
50
673
$4.23K ﹤0.01%
100
-750
674
$4.21K ﹤0.01%
+107
675
$4.17K ﹤0.01%
750
25 26
27
28 29