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
476
$32.8K ﹤0.01%
1,231
477
$32.6K ﹤0.01%
129
478
$32.4K ﹤0.01%
1,378
-206
479
$32.4K ﹤0.01%
325
-72
480
$32.3K ﹤0.01%
70
481
$32.3K ﹤0.01%
425
482
$32.2K ﹤0.01%
631
+18
483
$32K ﹤0.01%
1,000
484
$31.9K ﹤0.01%
700
485
$31.6K ﹤0.01%
300
-142
486
$31.6K ﹤0.01%
146
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487
$31.3K ﹤0.01%
3,000
488
$31.2K ﹤0.01%
750
489
$31.2K ﹤0.01%
400
490
$31.2K ﹤0.01%
1,160
491
$31K ﹤0.01%
200
492
$30.9K ﹤0.01%
961
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493
$30.8K ﹤0.01%
650
494
$30.8K ﹤0.01%
230
495
$30.7K ﹤0.01%
2,600
496
$30.6K ﹤0.01%
+510
497
$30.4K ﹤0.01%
1,400
+300
498
$30.4K ﹤0.01%
500
499
$30.2K ﹤0.01%
135
500
$30K ﹤0.01%
600
-137
18 19
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