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
601
$12.1K ﹤0.01%
144
602
$12K ﹤0.01%
+177
603
$11.8K ﹤0.01%
125
604
$11.7K ﹤0.01%
50
605
$11.4K ﹤0.01%
408
606
$11.3K ﹤0.01%
224
607
$11.2K ﹤0.01%
544
608
$11K ﹤0.01%
110
609
$10.9K ﹤0.01%
89
610
$10.9K ﹤0.01%
66
+58
611
$10.8K ﹤0.01%
78
-78
612
$10.5K ﹤0.01%
100
613
$10.2K ﹤0.01%
70
-60
614
$10K ﹤0.01%
85
615
$9.98K ﹤0.01%
169
616
$9.9K ﹤0.01%
+30
617
$9.87K ﹤0.01%
33
-9
618
$9.69K ﹤0.01%
285
619
$9.68K ﹤0.01%
229
620
$9.53K ﹤0.01%
158
621
$9.52K ﹤0.01%
125
622
$9.41K ﹤0.01%
700
623
$9.39K ﹤0.01%
141
624
$9.31K ﹤0.01%
1,000
625
$8.99K ﹤0.01%
252
+2
23 24
25
26 27