BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
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 +$10M
2 +$3.21M
3 +$3.11M
4
MHK icon
Mohawk Industries
MHK
+$2.87M
5
WM icon
Waste Management
WM
+$2.46M

Top Sells

1 +$5.78M
2 +$5.66M
3 +$5.38M
4
FRC
First Republic Bank
FRC
+$5.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.99M

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
526
-488
527
$0 ﹤0.01%
115
528
$0 ﹤0.01%
20
529
$0 ﹤0.01%
2
530
$0 ﹤0.01%
3
531
-1,750