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
51
$7.01M 0.64%
47,105
+7,711
52
$6.83M 0.62%
17,786
+519
53
$6.58M 0.6%
272,707
+19,430
54
$6.52M 0.59%
48,126
+48,036
55
$6.43M 0.58%
89,498
+62,629
56
$6M 0.54%
181,175
+18,137
57
$5.89M 0.53%
39,550
-24,305
58
$5.77M 0.52%
49,916
+49,241
59
$5.44M 0.49%
17,595
+9,711
60
$5.43M 0.49%
63,705
+92
61
$5.36M 0.49%
11,514
-365
62
$5.11M 0.46%
51,293
-7,549
63
$4.76M 0.43%
52,508
+50,894
64
$4.58M 0.42%
8,323
+4,095
65
$4.31M 0.39%
60,470
+47,866
66
$4.3M 0.39%
94,010
+84,910
67
$4.06M 0.37%
40,073
+34,802
68
$4.06M 0.37%
9,386
+6,097
69
$4.02M 0.36%
+61,848
70
$3.92M 0.36%
16,430
+15,450
71
$3.91M 0.35%
76,220
+29,308
72
$3.85M 0.35%
46,477
+42,734
73
$3.74M 0.34%
57,730
+43,504
74
$3.69M 0.33%
54,500
+49,062
75
$3.66M 0.33%
47,495
-5,350
1 2
3
4 5