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
351
$29K ﹤0.01%
+225
352
$29K ﹤0.01%
708
+308
353
$28K ﹤0.01%
+690
354
$28K ﹤0.01%
1,600
355
$27K ﹤0.01%
200
356
$27K ﹤0.01%
300
357
$27K ﹤0.01%
350
358
$27K ﹤0.01%
172
-100
359
$26K ﹤0.01%
593
360
$25K ﹤0.01%
+225
361
$25K ﹤0.01%
+287
362
$25K ﹤0.01%
200
-300
363
$24K ﹤0.01%
333
364
$24K ﹤0.01%
400
365
$24K ﹤0.01%
286
366
$24K ﹤0.01%
1,000
367
$24K ﹤0.01%
650
+440
368
$23K ﹤0.01%
500
369
$23K ﹤0.01%
918
370
$22K ﹤0.01%
+330
371
$22K ﹤0.01%
300
-60
372
$22K ﹤0.01%
+2,094
373
$22K ﹤0.01%
358
374
$21K ﹤0.01%
1,500
375
$21K ﹤0.01%
450
13 14
15
16 17