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
76
$3.41M 0.31%
109,934
+105,456
77
$3.35M 0.3%
52,611
+50,291
78
$3.32M 0.3%
279,429
+214,225
79
$3.04M 0.28%
35,405
+35,162
80
$2.95M 0.27%
12,079
+11,457
81
$2.95M 0.27%
11,884
-11,323
82
$2.9M 0.26%
57,700
+16,050
83
$2.8M 0.25%
18,682
-465
84
$2.71M 0.25%
13,030
+12,959
85
$2.71M 0.25%
9,387
+9,312
86
$2.51M 0.23%
+66,116
87
$2.48M 0.22%
+8,974
88
$2.47M 0.22%
+79,238
89
$2.34M 0.21%
14,454
+2,654
90
$2.27M 0.21%
+30,485
91
$1.99M 0.18%
5,200
+189
92
$1.94M 0.18%
48,569
+46,558
93
$1.86M 0.17%
21,281
+21,111
94
$1.83M 0.17%
96,402
95
$1.82M 0.17%
+46,069
96
$1.81M 0.16%
3,406
+109
97
$1.74M 0.16%
+38,870
98
$1.73M 0.16%
+6,915
99
$1.6M 0.15%
5,076
+559
100
$1.48M 0.13%
2,094
+1,849
2 3
4
5 6