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
451
$6K ﹤0.01%
496
452
$5K ﹤0.01%
+48
453
$5K ﹤0.01%
200
454
$4K ﹤0.01%
+636
455
$4K ﹤0.01%
225
-750
456
$4K ﹤0.01%
150
-2,800
457
$4K ﹤0.01%
36
458
$4K ﹤0.01%
29
459
$4K ﹤0.01%
60
+20
460
$4K ﹤0.01%
75
461
$4K ﹤0.01%
100
462
$4K ﹤0.01%
100
463
$3K ﹤0.01%
46
464
$3K ﹤0.01%
140
465
$3K ﹤0.01%
34
466
$3K ﹤0.01%
92
467
$3K ﹤0.01%
207
468
$3K ﹤0.01%
+33
469
$3K ﹤0.01%
100
470
$3K ﹤0.01%
60
471
$3K ﹤0.01%
50
472
$2K ﹤0.01%
90
473
$2K ﹤0.01%
+37
474
$2K ﹤0.01%
291
-25
475
$2K ﹤0.01%
30
17 18
19
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