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
101
$1.43M 0.13%
60,438
+50,438
102
$1.43M 0.13%
14,839
+1,580
103
$1.4M 0.13%
3,436
-370
104
$1.36M 0.12%
+29,786
105
$1.32M 0.12%
14,203
+2,024
106
$1.2M 0.11%
3,580
+75
107
$1.2M 0.11%
4,557
+3,117
108
$1.12M 0.1%
4,058
+3,658
109
$1.12M 0.1%
9,413
+43
110
$1.07M 0.1%
6,172
+433
111
$1.01M 0.09%
10,200
112
$1,000K 0.09%
133,300
+300
113
$987K 0.09%
+8,086
114
$984K 0.09%
13,674
+10,586
115
$946K 0.09%
12,875
116
$929K 0.08%
10,692
-1,287
117
$922K 0.08%
9,198
+486
118
$898K 0.08%
7,462
+1,520
119
$856K 0.08%
592
+151
120
$844K 0.08%
7,690
+2,947
121
$839K 0.08%
13,146
122
$835K 0.08%
5,500
123
$827K 0.08%
7,010
+2,486
124
$811K 0.07%
17,816
+17,300
125
$784K 0.07%
29,658
+18,607
3 4
5
6 7