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
76
$1.67M 0.27%
62,000
-6,000
77
$1.65M 0.27%
13,274
+275
78
$1.65M 0.26%
37,566
-63
79
$1.65M 0.26%
12,434
+130
80
$1.64M 0.26%
32,347
-15,007
81
$1.5M 0.24%
47,696
+15,000
82
$1.5M 0.24%
21,469
+2,627
83
$1.49M 0.24%
24,786
+862
84
$1.48M 0.24%
19,455
+5,125
85
$1.48M 0.24%
58,330
-1,000
86
$1.48M 0.24%
23,612
-494
87
$1.46M 0.23%
25,994
+470
88
$1.46M 0.23%
63,482
+5,625
89
$1.45M 0.23%
23,617
+464
90
$1.45M 0.23%
16,358
+1,049
91
$1.43M 0.23%
12,025
-645
92
$1.43M 0.23%
31,450
+765
93
$1.42M 0.23%
25,179
+4,630
94
$1.41M 0.23%
+47,497
95
$1.39M 0.22%
29,690
+179
96
$1.36M 0.22%
17,029
+235
97
$1.35M 0.22%
44,985
-135
98
$1.34M 0.22%
37,206
-1,085
99
$1.34M 0.22%
+36,242
100
$1.32M 0.21%
20,013
2 3
4
5 6