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
$642M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$4.28M
3
+$3.92M
4
MHK icon
Mohawk Industries
MHK
+$2.48M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.47M

Top Sells

1
+$9.92M
2
+$8.06M
3
+$7.44M
4
HAS icon
Hasbro
HAS
+$3.67M
5
ALK icon
Alaska Air
ALK
+$3.16M

Sector Composition

1 Financials 17.82%
2 Consumer Discretionary 12.59%
3 Healthcare 11.91%
4 Technology 11.14%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K ﹤0.01%
1,500
352
$24K ﹤0.01%
500
353
$24K ﹤0.01%
+400
354
$24K ﹤0.01%
1,000
355
$24K ﹤0.01%
600
-350
356
$23K ﹤0.01%
1,600
357
$23K ﹤0.01%
918
+480
358
$23K ﹤0.01%
350
359
$23K ﹤0.01%
286
360
$23K ﹤0.01%
750
361
$23K ﹤0.01%
358
362
$23K ﹤0.01%
380
363
$23K ﹤0.01%
1,000
364
$22K ﹤0.01%
1,500
365
$22K ﹤0.01%
1,264
366
$22K ﹤0.01%
400
367
$22K ﹤0.01%
400
368
$21K ﹤0.01%
200
369
$21K ﹤0.01%
351
370
$21K ﹤0.01%
184
371
$21K ﹤0.01%
250
372
$21K ﹤0.01%
5,000
-5,000
373
$20K ﹤0.01%
400
374
$20K ﹤0.01%
450
375
$20K ﹤0.01%
500
13 14
15
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