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
301
$120K 0.01%
1,703
302
$120K 0.01%
515
303
$119K 0.01%
5,814
+1,947
304
$119K 0.01%
5,592
305
$119K 0.01%
3,334
+2,835
306
$118K 0.01%
2,150
-50
307
$117K 0.01%
2,547
+10
308
$116K 0.01%
4,000
309
$112K 0.01%
1,330
310
$112K 0.01%
2,638
311
$110K 0.01%
2,238
312
$110K 0.01%
6,000
313
$108K 0.01%
655
-38,895
314
$108K 0.01%
2,643
315
$108K 0.01%
5,465
316
$106K 0.01%
2,008
317
$106K 0.01%
1,088
318
$106K 0.01%
789
-6
319
$104K 0.01%
1,131
+831
320
$103K 0.01%
2,400
321
$101K 0.01%
1,220
+708
322
$100K 0.01%
900
323
$99.4K 0.01%
1,218
324
$99.1K 0.01%
1,600
325
$97.4K 0.01%
1,659
11 12
13
14 15