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
326
$37K 0.01%
434
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$37K 0.01%
890
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328
$37K 0.01%
2,247
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329
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115
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331
$35K 0.01%
373
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332
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-50
333
$34K 0.01%
140
334
$34K 0.01%
1,000
335
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320
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336
$34K 0.01%
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+2,750
337
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101
338
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339
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340
$32K 0.01%
50
341
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925
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342
$32K 0.01%
428
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343
$31K 0.01%
550
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344
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345
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346
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347
$30K ﹤0.01%
+1,000
348
$29K ﹤0.01%
+660
349
$29K ﹤0.01%
+210
350
$29K ﹤0.01%
1,500
12 13
14
15 16