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
351
$80.3K 0.01%
2,148
352
$80.1K 0.01%
643
-5
353
$78.6K 0.01%
445
-42
354
$78.1K 0.01%
10,000
355
$76.5K 0.01%
800
356
$76.1K 0.01%
+3,480
357
$76K 0.01%
250
+50
358
$75.9K 0.01%
525
359
$75.3K 0.01%
667
-2,045
360
$74.6K 0.01%
2,880
361
$74K 0.01%
4,000
362
$73.6K 0.01%
4,327
+45
363
$73.3K 0.01%
1,350
364
$73.2K 0.01%
1,200
365
$71.9K 0.01%
1,272
366
$71.8K 0.01%
325
367
$71.6K 0.01%
351
+2
368
$69.7K 0.01%
+4,280
369
$69.5K 0.01%
434
370
$68.7K 0.01%
1,272
371
$68.6K 0.01%
500
372
$68K 0.01%
8,500
373
$67.9K 0.01%
2,268
374
$67.8K 0.01%
1,750
375
$67.6K 0.01%
475
13 14
15
16 17