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
251
$170K 0.01%
5,240
+4,000
252
$169K 0.01%
2,365
+260
253
$169K 0.01%
1,107
254
$169K 0.01%
880
255
$166K 0.01%
672
-25
256
$165K 0.01%
355
257
$165K 0.01%
13,861
+765
258
$164K 0.01%
2,018
-17
259
$164K 0.01%
7,393
260
$162K 0.01%
2,350
261
$160K 0.01%
4,000
262
$159K 0.01%
2,080
-905
263
$157K 0.01%
2,950
264
$156K 0.01%
5,937
265
$156K 0.01%
654
266
$154K 0.01%
8,500
-75
267
$153K 0.01%
916
268
$152K 0.01%
465
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269
$152K 0.01%
8,674
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270
$151K 0.01%
2,626
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271
$151K 0.01%
13,414
272
$149K 0.01%
1,430
-30
273
$145K 0.01%
1,078
+2
274
$145K 0.01%
14,918
-3,500
275
$143K 0.01%
450
9 10
11
12 13