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
376
$67.2K 0.01%
859
377
$66.3K 0.01%
182
-31
378
$66.1K 0.01%
873
-25
379
$66K 0.01%
2,704
380
$66K 0.01%
920
381
$65.9K 0.01%
8,195
-575
382
$65.3K 0.01%
5,831
-300
383
$65.3K 0.01%
500
384
$64.7K 0.01%
1,006
+75
385
$64.6K 0.01%
2,382
386
$64.1K 0.01%
475
387
$63.9K 0.01%
2,412
-27
388
$63.9K 0.01%
+2,332
389
$63.8K 0.01%
751
390
$63.6K 0.01%
725
-108
391
$63.5K 0.01%
281
392
$63.4K 0.01%
3,000
393
$63.3K 0.01%
3,450
394
$62.3K 0.01%
950
395
$62K 0.01%
817
396
$61.9K 0.01%
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397
$61.1K 0.01%
3,789
+1,695
398
$61K 0.01%
900
-50
399
$60.9K 0.01%
1,000
400
$60.9K 0.01%
1,000
14 15
16
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