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
676
$4.01K ﹤0.01%
+104
677
$4.01K ﹤0.01%
+400
678
$3.95K ﹤0.01%
+425
679
$3.94K ﹤0.01%
+360
680
$3.83K ﹤0.01%
136
681
$3.83K ﹤0.01%
+39
682
$3.8K ﹤0.01%
+80
683
$3.79K ﹤0.01%
396
684
$3.67K ﹤0.01%
150
685
$3.61K ﹤0.01%
+70
686
$3.61K ﹤0.01%
200
687
$3.6K ﹤0.01%
650
688
$3.58K ﹤0.01%
41
689
$3.58K ﹤0.01%
1,000
690
$3.58K ﹤0.01%
500
+100
691
$3.53K ﹤0.01%
+200
692
$3.38K ﹤0.01%
50
693
$3.35K ﹤0.01%
+300
694
$3.22K ﹤0.01%
100
695
$3.19K ﹤0.01%
399
+204
696
$3.17K ﹤0.01%
+50
697
$3.14K ﹤0.01%
60
698
$2.94K ﹤0.01%
40
699
$2.87K ﹤0.01%
399
700
$2.79K ﹤0.01%
33
26 27
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29 30