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
726
$1.4K ﹤0.01%
14
+5
727
$1.37K ﹤0.01%
+20
728
$1.34K ﹤0.01%
11
+5
729
$1.3K ﹤0.01%
+64
730
$1.22K ﹤0.01%
+18
731
$1.19K ﹤0.01%
+50
732
$1.18K ﹤0.01%
8
-103
733
$1.18K ﹤0.01%
+439
734
$1.18K ﹤0.01%
6
735
$1.17K ﹤0.01%
80
736
$1.15K ﹤0.01%
22
-97
737
$1.11K ﹤0.01%
+27
738
$1.1K ﹤0.01%
+100
739
$1.02K ﹤0.01%
+17
740
$1.02K ﹤0.01%
44
741
$1.01K ﹤0.01%
65
742
$985 ﹤0.01%
80
743
$946 ﹤0.01%
200
744
$911 ﹤0.01%
100
745
$908 ﹤0.01%
250
746
$890 ﹤0.01%
+191
747
$847 ﹤0.01%
30
748
$812 ﹤0.01%
250
749
$809 ﹤0.01%
32
-22
750
$777 ﹤0.01%
+6
28 29
30
31 32