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
701
$2.77K ﹤0.01%
+63
702
$2.69K ﹤0.01%
131
703
$2.55K ﹤0.01%
50
704
$2.5K ﹤0.01%
+100
705
$2.46K ﹤0.01%
1,000
706
$2.42K ﹤0.01%
+300
707
$2.34K ﹤0.01%
51
708
$2.29K ﹤0.01%
+70
709
$2.21K ﹤0.01%
50
710
$2.19K ﹤0.01%
91
-1
711
$2.12K ﹤0.01%
51
712
$2.07K ﹤0.01%
+68
713
$2.05K ﹤0.01%
67
714
$1.91K ﹤0.01%
49
715
$1.91K ﹤0.01%
+648
716
$1.91K ﹤0.01%
10
717
$1.9K ﹤0.01%
+38
718
$1.83K ﹤0.01%
231
719
$1.8K ﹤0.01%
68
720
$1.7K ﹤0.01%
+300
721
$1.65K ﹤0.01%
+7
722
$1.59K ﹤0.01%
+100
723
$1.52K ﹤0.01%
20
724
$1.51K ﹤0.01%
50
-750
725
$1.46K ﹤0.01%
+37
27 28
29
30 31