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
426
$48.9K ﹤0.01%
1,415
427
$48.8K ﹤0.01%
1,100
428
$48.7K ﹤0.01%
750
429
$46.3K ﹤0.01%
360
430
$45.8K ﹤0.01%
2,184
+2,120
431
$45.8K ﹤0.01%
303
+29
432
$45.7K ﹤0.01%
900
433
$44.5K ﹤0.01%
333
434
$43K ﹤0.01%
552
435
$42.6K ﹤0.01%
660
436
$41.5K ﹤0.01%
664
437
$41.1K ﹤0.01%
115
438
$40.9K ﹤0.01%
600
439
$40.3K ﹤0.01%
547
-75
440
$40.3K ﹤0.01%
49
-110
441
$40.2K ﹤0.01%
1,647
442
$39.8K ﹤0.01%
5,000
443
$39.6K ﹤0.01%
155
444
$39.3K ﹤0.01%
800
445
$39.2K ﹤0.01%
201
446
$38.7K ﹤0.01%
+1,000
447
$38.6K ﹤0.01%
2,000
448
$38.3K ﹤0.01%
300
449
$38.2K ﹤0.01%
900
-400
450
$38.1K ﹤0.01%
2,592
16 17
18
19 20