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
$618M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.29M
3
+$3.12M
4
MHK icon
Mohawk Industries
MHK
+$2.59M
5
WM icon
Waste Management
WM
+$2.41M

Top Sells

1
+$5.72M
2
+$5.47M
3
+$5.38M
4
FRC
First Republic Bank
FRC
+$5.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.66M

Sector Composition

1 Financials 17.67%
2 Consumer Discretionary 13.04%
3 Technology 11.5%
4 Healthcare 11.31%
5 Industrials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$59K 0.01%
2,613
277
$59K 0.01%
5,000
278
$58K 0.01%
431
279
$57K 0.01%
3,000
280
$57K 0.01%
375
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281
$57K 0.01%
571
282
$55K 0.01%
730
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283
$54K 0.01%
333
284
$53K 0.01%
1,504
285
$53K 0.01%
1,250
286
$53K 0.01%
+816
287
$51K 0.01%
931
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288
$51K 0.01%
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289
$50K 0.01%
+981
290
$50K 0.01%
1,500
291
$50K 0.01%
+1,381
292
$50K 0.01%
1,300
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293
$50K 0.01%
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294
$50K 0.01%
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295
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296
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297
$50K 0.01%
+2,021
298
$49K 0.01%
1,097
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299
$49K 0.01%
475
-50
300
$48K 0.01%
19,551
10 11
12
13 14