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
551
$18.8K ﹤0.01%
920
552
$18.6K ﹤0.01%
245
553
$18.4K ﹤0.01%
309
554
$18.3K ﹤0.01%
425
-420
555
$18.2K ﹤0.01%
400
556
$18.1K ﹤0.01%
600
557
$17.6K ﹤0.01%
250
-231
558
$17.6K ﹤0.01%
2,081
559
$17.5K ﹤0.01%
2,500
560
$17.4K ﹤0.01%
80
561
$17.4K ﹤0.01%
400
562
$17.1K ﹤0.01%
500
563
$17K ﹤0.01%
85
564
$16.8K ﹤0.01%
600
565
$16.7K ﹤0.01%
150
+75
566
$16.7K ﹤0.01%
200
567
$16.7K ﹤0.01%
1,000
568
$16.4K ﹤0.01%
2,706
569
$16.3K ﹤0.01%
300
570
$16.1K ﹤0.01%
500
571
$16.1K ﹤0.01%
63
-525
572
$16K ﹤0.01%
104
573
$15.8K ﹤0.01%
400
574
$15.8K ﹤0.01%
74
575
$15.7K ﹤0.01%
70
21 22
23
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