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
126
$732K 0.07%
1,654
127
$725K 0.07%
8,000
-3,600
128
$724K 0.07%
17,525
+3,100
129
$719K 0.07%
2,334
+650
130
$710K 0.06%
5,230
131
$706K 0.06%
5,728
-3,743
132
$706K 0.06%
6,991
+2,283
133
$691K 0.06%
1,612
+877
134
$682K 0.06%
+3,936
135
$653K 0.06%
4,281
136
$650K 0.06%
+6,348
137
$609K 0.06%
1,752
-277
138
$603K 0.05%
2,288
+780
139
$602K 0.05%
17,525
140
$591K 0.05%
17,000
141
$590K 0.05%
7,418
+4,123
142
$589K 0.05%
12,175
-400
143
$573K 0.05%
3,055
144
$568K 0.05%
7,954
+587
145
$568K 0.05%
13,532
146
$566K 0.05%
+6,811
147
$556K 0.05%
14,260
+429
148
$540K 0.05%
8,007
+2,200
149
$538K 0.05%
1,383
+5
150
$535K 0.05%
+18,210
4 5
6
7 8