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
201
$297K 0.03%
+7,679
202
$296K 0.03%
2,108
+1,826
203
$296K 0.03%
2,712
+117
204
$293K 0.03%
10,118
-334
205
$286K 0.03%
2,446
+637
206
$282K 0.03%
6,556
+6,555
207
$272K 0.02%
1,721
+300
208
$272K 0.02%
14,100
209
$266K 0.02%
3,696
+1,785
210
$266K 0.02%
5,285
+5,137
211
$253K 0.02%
5,025
+175
212
$246K 0.02%
13,133
+1,133
213
$245K 0.02%
1,144
214
$237K 0.02%
6,930
215
$233K 0.02%
3,120
+873
216
$232K 0.02%
6,171
217
$231K 0.02%
13,726
218
$230K 0.02%
5,937
219
$228K 0.02%
5,072
220
$228K 0.02%
5,090
221
$227K 0.02%
815
222
$224K 0.02%
1,600
223
$223K 0.02%
2,143
+2,005
224
$221K 0.02%
3,754
+3,200
225
$218K 0.02%
4,575
+4,200
7 8
9
10 11