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
201
$255K 0.04%
3,800
202
$254K 0.04%
6,580
-1,510
203
$252K 0.04%
4,333
204
$251K 0.04%
+375
205
$251K 0.04%
2,016
-405
206
$248K 0.04%
+19,123
207
$246K 0.04%
2,163
-225
208
$245K 0.04%
5,500
209
$245K 0.04%
+6,980
210
$240K 0.04%
5,000
211
$238K 0.04%
10,500
212
$229K 0.04%
7,031
213
$227K 0.04%
5,500
214
$226K 0.04%
2,054
-324
215
$224K 0.04%
13,170
-10,149
216
$205K 0.03%
+14,775
217
$201K 0.03%
+4,700
218
$137K 0.02%
10,005
-10,000
219
$125K 0.02%
7,200
220
$124K 0.02%
1,915
221
$118K 0.02%
29,075
+272
222
$101K 0.02%
+13,000
223
$94K 0.02%
5,419
+769
224
$60K 0.01%
10,000
225
$57K 0.01%
7,683
7 8
9
10 11