BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+0.13%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$506M
AUM Growth
–
Cap. Flow
+$506M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.39%
Holding
229
New
229
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$15M |
| 2 |
Enterprise Products Partners
EPD
|
$14.1M |
| 3 |
SPDR Gold Trust
GLD
|
$14M |
| 4 |
Apple
AAPL
|
$12.4M |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 17.99% |
| 2 | Technology | 9.91% |
| 3 | Healthcare | 9% |
| 4 | Financials | 8.68% |
| 5 | Industrials | 8.2% |
