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
101
$1.3M 0.21%
38,365
+745
102
$1.28M 0.21%
120,385
+3,854
103
$1.24M 0.2%
26,303
+524
104
$1.22M 0.2%
+55,742
105
$1.21M 0.19%
+19,439
106
$1.2M 0.19%
22,219
+458
107
$1.17M 0.19%
17,948
+204
108
$1.15M 0.19%
23,264
+177
109
$1.12M 0.18%
42,665
-14,809
110
$1.1M 0.18%
44,000
-8,200
111
$1.08M 0.17%
43,340
112
$1.08M 0.17%
22,715
-31,711
113
$1.08M 0.17%
29,529
+1,863
114
$1.07M 0.17%
13,143
+449
115
$1.05M 0.17%
39,600
+680
116
$1.05M 0.17%
14,752
117
$1.04M 0.17%
12,938
-600
118
$1.03M 0.16%
53,724
+1,244
119
$1.02M 0.16%
7,628
-417
120
$1M 0.16%
21,017
-3,134
121
$985K 0.16%
21,409
+425
122
$976K 0.16%
5,217
+94
123
$964K 0.15%
+7,768
124
$960K 0.15%
+27,216
125
$959K 0.15%
19,595
+560
3 4
5
6 7