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
$622M
AUM Growth
+$360K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.08M
3
+$3.56M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.74M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$2.71M

Top Sells

1
+$9.93M
2
+$7.68M
3
+$4.21M
4
ABT icon
Abbott
ABT
+$2.89M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.79M

Sector Composition

1 Energy 16.58%
2 Industrials 13.15%
3 Technology 11.69%
4 Financials 11.37%
5 Healthcare 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.49%
101,338
+6,360
52
$2.86M 0.46%
77,741
-50,414
53
$2.82M 0.45%
37,759
-7,591
54
$2.81M 0.45%
68,531
-1,551
55
$2.75M 0.44%
33,155
-943
56
$2.73M 0.44%
41,585
+124
57
$2.59M 0.42%
71,077
+6,050
58
$2.59M 0.42%
34,562
+20,274
59
$2.48M 0.4%
18,973
-1,432
60
$2.42M 0.39%
25,776
-1,170
61
$2.41M 0.39%
29,897
-1,550
62
$2.15M 0.34%
23,824
-267
63
$2.13M 0.34%
33,040
-8,384
64
$2.03M 0.33%
49,530
-308
65
$2.02M 0.32%
57,370
+542
66
$1.98M 0.32%
23,856
-2,100
67
$1.82M 0.29%
15,158
+4,401
68
$1.82M 0.29%
22,186
-379
69
$1.8M 0.29%
56,534
-32
70
$1.79M 0.29%
51,810
-906
71
$1.79M 0.29%
24,283
-7,814
72
$1.74M 0.28%
26,697
+3,955
73
$1.74M 0.28%
103,260
-4,040
74
$1.71M 0.27%
15,074
+134
75
$1.68M 0.27%
29,941
-8,000
1 2
3
4 5