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
501
$29.8K ﹤0.01%
2,025
502
$29.7K ﹤0.01%
330
503
$29.4K ﹤0.01%
1,500
504
$29.2K ﹤0.01%
4,000
505
$28.7K ﹤0.01%
300
506
$28.1K ﹤0.01%
1,863
507
$28.1K ﹤0.01%
5,750
508
$28K ﹤0.01%
225
509
$27.7K ﹤0.01%
3,000
510
$27.7K ﹤0.01%
21
511
$27.5K ﹤0.01%
148
+12
512
$27.2K ﹤0.01%
290
513
$26.8K ﹤0.01%
133
514
$26.7K ﹤0.01%
1,000
515
$26.3K ﹤0.01%
3,711
516
$26K ﹤0.01%
1,683
517
$25.9K ﹤0.01%
339
+46
518
$25.5K ﹤0.01%
130
519
$25.5K ﹤0.01%
500
520
$25.4K ﹤0.01%
100
521
$25.2K ﹤0.01%
309
522
$24.9K ﹤0.01%
635
523
$24.9K ﹤0.01%
+700
524
$24.8K ﹤0.01%
475
525
$24.2K ﹤0.01%
115