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
576
$15.7K ﹤0.01%
2,469
577
$15.6K ﹤0.01%
200
578
$15.6K ﹤0.01%
230
-198
579
$15.3K ﹤0.01%
43
-117
580
$14.8K ﹤0.01%
70
581
$14.5K ﹤0.01%
350
-408
582
$14.4K ﹤0.01%
300
583
$14.3K ﹤0.01%
100
584
$14.1K ﹤0.01%
653
+223
585
$14.1K ﹤0.01%
100
586
$14K ﹤0.01%
200
587
$14K ﹤0.01%
73
588
$13.9K ﹤0.01%
+585
589
$13.9K ﹤0.01%
1,061
590
$13.8K ﹤0.01%
120
591
$13.4K ﹤0.01%
320
592
$13K ﹤0.01%
232
593
$12.9K ﹤0.01%
1,200
594
$12.9K ﹤0.01%
200
595
$12.8K ﹤0.01%
265
596
$12.6K ﹤0.01%
187
597
$12.5K ﹤0.01%
250
+170
598
$12.4K ﹤0.01%
1,060
599
$12.2K ﹤0.01%
1,000
600
$12.2K ﹤0.01%
200
22 23
24
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