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
$1.15B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.04M
3
+$1.76M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
TSLA icon
Tesla
TSLA
+$1.15M

Top Sells

1
+$6.44M
2
+$3.57M
3
+$2.13M
4
HCI icon
HCI Group
HCI
+$1.73M
5
XOM icon
Exxon Mobil
XOM
+$1.46M

Sector Composition

1 Technology 24.58%
2 Healthcare 14%
3 Financials 12.42%
4 Consumer Staples 8.8%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.02%
+2,215
227
$232K 0.02%
1,600
228
$231K 0.02%
669
229
$226K 0.02%
3,754
230
$224K 0.02%
6,730
-200
231
$224K 0.02%
6,556
232
$220K 0.02%
13,726
233
$217K 0.02%
2,143
234
$216K 0.02%
11,933
-1,200
235
$207K 0.02%
5,467
-170
236
$203K 0.02%
4,600
237
$201K 0.02%
2,145
238
$200K 0.02%
600
239
$197K 0.02%
10,566
240
$196K 0.02%
1,495
241
$195K 0.02%
2,537
-450
242
$190K 0.02%
6,171
243
$189K 0.02%
1,617
+1,420
244
$186K 0.02%
813
245
$183K 0.02%
11,135
-235
246
$180K 0.02%
1,863
247
$177K 0.02%
9,207
248
$174K 0.02%
2,741
249
$173K 0.02%
3,060
250
$172K 0.02%
14,782
8 9
10
11 12