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
176
$400K 0.04%
4,896
-719
177
$391K 0.04%
1,470
178
$391K 0.04%
3,452
+728
179
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4,659
180
$374K 0.03%
+5,700
181
$366K 0.03%
2,605
182
$359K 0.03%
13,388
183
$358K 0.03%
5,221
+5,073
184
$358K 0.03%
2,770
185
$355K 0.03%
10,796
186
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3,120
187
$352K 0.03%
2,095
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188
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+12,200
189
$346K 0.03%
1,982
190
$345K 0.03%
2,630
+2,510
191
$333K 0.03%
6,800
-8,000
192
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1,040
193
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2,955
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194
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+21,618
195
$322K 0.03%
3,658
+225
196
$321K 0.03%
1,302
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197
$320K 0.03%
4,292
-73
198
$317K 0.03%
26,959
-400
199
$306K 0.03%
3,884
+3,683
200
$299K 0.03%
4,609
+97
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