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
176
$387K 0.06%
11,658
+200
177
$386K 0.06%
40,940
178
$381K 0.06%
4,630
179
$377K 0.06%
5,923
180
$375K 0.06%
9,125
-625
181
$375K 0.06%
16,440
+1,800
182
$373K 0.06%
3,145
+2,345
183
$360K 0.06%
2,325
184
$359K 0.06%
13,551
+688
185
$359K 0.06%
5,065
186
$355K 0.06%
4,603
187
$329K 0.05%
16,005
+1,670
188
$329K 0.05%
2,825
-370
189
$316K 0.05%
+11,900
190
$314K 0.05%
10,336
-28,195
191
$313K 0.05%
+14,800
192
$308K 0.05%
12,316
193
$303K 0.05%
12,786
194
$292K 0.05%
2,974
195
$289K 0.05%
+6,000
196
$289K 0.05%
7,468
197
$283K 0.05%
+10,000
198
$265K 0.04%
12,975
+805
199
$262K 0.04%
2,671
200
$260K 0.04%
850
-50
6 7
8
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