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
401
$14K ﹤0.01%
350
402
$14K ﹤0.01%
+1,000
403
$13K ﹤0.01%
2,500
404
$13K ﹤0.01%
120
405
$13K ﹤0.01%
258
406
$13K ﹤0.01%
250
407
$13K ﹤0.01%
1,000
408
$12K ﹤0.01%
185
409
$11K ﹤0.01%
160
410
$11K ﹤0.01%
103
411
$11K ﹤0.01%
135
412
$11K ﹤0.01%
202
+1
413
$11K ﹤0.01%
+140
414
$11K ﹤0.01%
200
415
$11K ﹤0.01%
800
416
$11K ﹤0.01%
320
417
$11K ﹤0.01%
288
418
$10K ﹤0.01%
126
419
$9K ﹤0.01%
129
420
$9K ﹤0.01%
111
421
$9K ﹤0.01%
230
422
$9K ﹤0.01%
630
423
$9K ﹤0.01%
300
424
$8K ﹤0.01%
200
425
$8K ﹤0.01%
+210