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
451
$37.9K ﹤0.01%
195
+20
452
$37.8K ﹤0.01%
272
453
$37.8K ﹤0.01%
80
454
$37.7K ﹤0.01%
220
455
$37.5K ﹤0.01%
2,000
456
$37.4K ﹤0.01%
1,000
457
$37.1K ﹤0.01%
1,000
458
$37K ﹤0.01%
4,000
459
$36.8K ﹤0.01%
1,050
460
$36.7K ﹤0.01%
5,502
461
$36.3K ﹤0.01%
1,425
462
$35.9K ﹤0.01%
655
463
$35.7K ﹤0.01%
2,000
464
$35.7K ﹤0.01%
534
-192
465
$35.3K ﹤0.01%
85
466
$35.3K ﹤0.01%
400
467
$35K ﹤0.01%
270
468
$34.7K ﹤0.01%
672
469
$34.6K ﹤0.01%
505
470
$34.5K ﹤0.01%
379
471
$33.6K ﹤0.01%
2,150
472
$33.5K ﹤0.01%
2,035
473
$33K ﹤0.01%
2,600
474
$32.9K ﹤0.01%
300
475
$32.9K ﹤0.01%
450
17 18
19
20 21