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
151
$770K 0.12%
9,727
-9,673
152
$755K 0.12%
+40,100
153
$744K 0.12%
31,120
-15,812
154
$718K 0.12%
31,210
+560
155
$718K 0.12%
15,800
+600
156
$672K 0.11%
7,903
+650
157
$670K 0.11%
9,569
+190
158
$657K 0.11%
8,749
-100
159
$653K 0.1%
45,530
+29,980
160
$607K 0.1%
5,625
-570
161
$533K 0.09%
9,150
-8,471
162
$507K 0.08%
6,235
-1,167
163
$506K 0.08%
16,608
-290
164
$487K 0.08%
10,281
-209,696
165
$478K 0.08%
4,816
+180
166
$472K 0.08%
20,204
+8,740
167
$454K 0.07%
10,475
168
$430K 0.07%
3,350
169
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10,550
170
$417K 0.07%
6,825
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171
$417K 0.07%
21,200
+8,400
172
$412K 0.07%
5,900
173
$398K 0.06%
4,885
174
$395K 0.06%
7,320
175
$387K 0.06%
23,942
5 6
7
8 9