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
326
$95.8K 0.01%
870
327
$95.7K 0.01%
1,110
+39
328
$95K 0.01%
8,333
329
$94.8K 0.01%
862
-36
330
$94.3K 0.01%
14,757
-280
331
$93.9K 0.01%
956
332
$93.8K 0.01%
761
333
$92.5K 0.01%
1,455
334
$91.6K 0.01%
3,500
335
$90.7K 0.01%
985
336
$90.5K 0.01%
1,166
337
$89.9K 0.01%
496
338
$89.6K 0.01%
820
339
$88.8K 0.01%
2,000
340
$88.6K 0.01%
800
341
$86.4K 0.01%
505
342
$84.5K 0.01%
2,500
343
$84.2K 0.01%
1,330
+180
344
$84K 0.01%
1,102
345
$84K 0.01%
2,500
346
$82.8K 0.01%
900
347
$82.3K 0.01%
5,000
348
$82.2K 0.01%
2,700
+400
349
$81K 0.01%
5,490
-70
350
$80.8K 0.01%
2,430
12 13
14
15 16