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
376
$20K ﹤0.01%
975
377
$20K ﹤0.01%
500
378
$20K ﹤0.01%
900
379
$19K ﹤0.01%
500
380
$19K ﹤0.01%
1,600
381
$19K ﹤0.01%
255
-260
382
$19K ﹤0.01%
1,800
383
$18K ﹤0.01%
300
-430
384
$18K ﹤0.01%
1,000
385
$18K ﹤0.01%
150
386
$18K ﹤0.01%
1,500
387
$18K ﹤0.01%
700
388
$18K ﹤0.01%
+440
389
$18K ﹤0.01%
192
390
$18K ﹤0.01%
275
+25
391
$17K ﹤0.01%
1,023
392
$17K ﹤0.01%
1,500
393
$16K ﹤0.01%
1,000
394
$16K ﹤0.01%
897
-2,043
395
$16K ﹤0.01%
+215
396
$16K ﹤0.01%
+204
397
$16K ﹤0.01%
314
398
$14K ﹤0.01%
1,000
399
$14K ﹤0.01%
+400
400
$14K ﹤0.01%
500
14 15
16
17 18