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
426
$11K ﹤0.01%
135
427
$11K ﹤0.01%
140
428
$11K ﹤0.01%
200
429
$11K ﹤0.01%
+620
430
$11K ﹤0.01%
800
431
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+150
432
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220
-100
433
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5,000
434
$10K ﹤0.01%
103
435
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202
436
$10K ﹤0.01%
126
437
$10K ﹤0.01%
646
+471
438
$9K ﹤0.01%
129
439
$9K ﹤0.01%
111
440
$9K ﹤0.01%
664
-600
441
$9K ﹤0.01%
230
442
$9K ﹤0.01%
+580
443
$7K ﹤0.01%
79
444
$7K ﹤0.01%
858
445
$7K ﹤0.01%
200
-1,709
446
$7K ﹤0.01%
200
447
$6K ﹤0.01%
100
448
$6K ﹤0.01%
31
449
$6K ﹤0.01%
25
-1,000
450
$6K ﹤0.01%
210
16 17
18
19 20