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
126
$956K 0.15%
+38,220
127
$942K 0.15%
19,273
-9,380
128
$940K 0.15%
47,199
-3,750
129
$932K 0.15%
8,344
-8,551
130
$904K 0.15%
+11,353
131
$895K 0.14%
30,042
-85
132
$881K 0.14%
10,350
-24
133
$877K 0.14%
11,125
-535
134
$856K 0.14%
+14,440
135
$845K 0.14%
+57,512
136
$841K 0.14%
19,725
+850
137
$837K 0.13%
20,497
+4,000
138
$835K 0.13%
10,779
-9,363
139
$828K 0.13%
22,410
+13,140
140
$828K 0.13%
11,000
141
$826K 0.13%
23,626
-200
142
$825K 0.13%
4,485
-682
143
$819K 0.13%
11,648
144
$812K 0.13%
1,381
+973
145
$801K 0.13%
29,226
-56
146
$792K 0.13%
9,935
+150
147
$789K 0.13%
13,090
+2,100
148
$788K 0.13%
13,229
-300
149
$778K 0.12%
13,200
+1,600
150
$771K 0.12%
52,850
4 5
6
7 8