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
751
$741 ﹤0.01%
+142
752
$739 ﹤0.01%
45
753
$738 ﹤0.01%
18
754
$734 ﹤0.01%
4
755
$720 ﹤0.01%
8
756
$716 ﹤0.01%
10
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$712 ﹤0.01%
1
758
$664 ﹤0.01%
+200
759
$654 ﹤0.01%
+27
760
$521 ﹤0.01%
+5
761
$512 ﹤0.01%
60
762
$510 ﹤0.01%
+34
763
$510 ﹤0.01%
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764
$498 ﹤0.01%
100
765
$421 ﹤0.01%
10
766
$416 ﹤0.01%
10
767
$415 ﹤0.01%
10
768
$336 ﹤0.01%
10
769
$324 ﹤0.01%
561
770
$278 ﹤0.01%
3
771
$271 ﹤0.01%
17
-383
772
$271 ﹤0.01%
4
-1,521
773
$255 ﹤0.01%
+4
774
$233 ﹤0.01%
10
775
$107 ﹤0.01%
3
29 30
31
32 33