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
401
$60.8K 0.01%
4,905
402
$60.6K 0.01%
1,200
403
$60.5K 0.01%
6,000
404
$60K 0.01%
1,190
405
$59.7K 0.01%
2,000
406
$57.5K 0.01%
1,659
407
$57.5K 0.01%
2,133
-46
408
$57.3K 0.01%
3,000
409
$57.3K 0.01%
1,080
410
$57.2K 0.01%
954
411
$57K 0.01%
1,000
412
$56.8K ﹤0.01%
4,500
-4,000
413
$56.6K ﹤0.01%
400
414
$56.4K ﹤0.01%
777
415
$56.4K ﹤0.01%
1,599
416
$55.8K ﹤0.01%
234
417
$55.2K ﹤0.01%
1,625
418
$54.8K ﹤0.01%
2,390
419
$54.6K ﹤0.01%
1,438
420
$53.9K ﹤0.01%
1,105
421
$52.2K ﹤0.01%
2,132
422
$51.8K ﹤0.01%
590
423
$50.6K ﹤0.01%
+617
424
$50.3K ﹤0.01%
362
425
$49.1K ﹤0.01%
2,900
15 16
17
18 19