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
26
$13.2M 1.15%
69,244
+190
27
$12.9M 1.13%
81,559
+689
28
$12.9M 1.12%
343,880
-18,204
29
$12.4M 1.08%
321,733
+3,341
30
$12M 1.04%
91,436
-880
31
$11.7M 1.02%
72,005
-8,688
32
$11.7M 1.02%
61,152
+555
33
$11.4M 1%
68,640
+3,663
34
$10.6M 0.93%
83,609
-405
35
$10.6M 0.92%
93,661
-261
36
$10.5M 0.92%
104,504
+5,084
37
$10.5M 0.92%
118,790
-353
38
$10.3M 0.9%
42,204
-109
39
$10.1M 0.88%
165,653
+33,347
40
$10M 0.87%
32,375
-176
41
$9.94M 0.87%
95,555
+168
42
$9.91M 0.86%
66,656
-16
43
$8.59M 0.75%
68,821
+384
44
$8.24M 0.72%
211,924
+2,481
45
$8.18M 0.71%
62,749
+824
46
$8.02M 0.7%
55,000
-9
47
$7.85M 0.68%
47,284
+179
48
$7.61M 0.66%
94,411
-3,069
49
$7.49M 0.65%
18,228
+442
50
$7.18M 0.63%
47,276
-850
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