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
276
$143K 0.01%
380
+20
277
$141K 0.01%
1,655
278
$141K 0.01%
3,800
279
$140K 0.01%
1,200
280
$139K 0.01%
2,800
281
$138K 0.01%
100
282
$137K 0.01%
684
+15
283
$135K 0.01%
3,570
-200
284
$134K 0.01%
595
-140
285
$134K 0.01%
887
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286
$134K 0.01%
630
287
$132K 0.01%
1,742
288
$131K 0.01%
5,350
289
$129K 0.01%
1,300
+100
290
$128K 0.01%
14,500
291
$127K 0.01%
4,674
-51
292
$127K 0.01%
28,577
-2,610
293
$126K 0.01%
+1,250
294
$124K 0.01%
550
295
$124K 0.01%
747
-2,649
296
$122K 0.01%
3,236
-92
297
$122K 0.01%
1,450
298
$122K 0.01%
1,577
299
$122K 0.01%
10,610
300
$121K 0.01%
423
10 11
12
13 14