BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+0.19%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$618M
AUM Growth
-$23.9M
(-3.7%)
Cap. Flow
-$20.6M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
29.95%
Holding
531
New
51
Increased
85
Reduced
133
Closed
34
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$10.1M |
| 2 |
NextEra Energy, Inc.
NEE
|
$3.29M |
| 3 |
HP
HPQ
|
$3.12M |
| 4 |
Mohawk Industries
MHK
|
$2.59M |
| 5 |
Waste Management
WM
|
$2.41M |
Top Sells
| 1 |
Amazon
AMZN
|
$5.72M |
| 2 |
LyondellBasell Industries
LYB
|
$5.47M |
| 3 |
MetLife
MET
|
$5.38M |
| 4 |
FRC
First Republic Bank
FRC
|
$5.3M |
| 5 |
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% |
