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
526
$24K ﹤0.01%
600
527
$23.2K ﹤0.01%
93
528
$23.1K ﹤0.01%
500
529
$22.9K ﹤0.01%
270
530
$22.4K ﹤0.01%
1,033
531
$22.2K ﹤0.01%
150
532
$22.1K ﹤0.01%
498
533
$22.1K ﹤0.01%
1,750
-475
534
$22K ﹤0.01%
817
535
$21.9K ﹤0.01%
81
536
$21.4K ﹤0.01%
400
537
$21.1K ﹤0.01%
283
538
$20.8K ﹤0.01%
100
539
$20.5K ﹤0.01%
65
540
$20.3K ﹤0.01%
300
541
$20.3K ﹤0.01%
295
542
$20.2K ﹤0.01%
450
543
$20.1K ﹤0.01%
900
544
$20.1K ﹤0.01%
225
545
$19.7K ﹤0.01%
1,600
546
$19.6K ﹤0.01%
2,035
547
$19.5K ﹤0.01%
124
548
$19.3K ﹤0.01%
240
549
$19.1K ﹤0.01%
231
550
$18.9K ﹤0.01%
200
20 21
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