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
626
$8.85K ﹤0.01%
500
627
$8.81K ﹤0.01%
188
628
$8.67K ﹤0.01%
370
629
$8.27K ﹤0.01%
265
630
$8.24K ﹤0.01%
396
+265
631
$8.23K ﹤0.01%
+100
632
$8.23K ﹤0.01%
250
633
$8.17K ﹤0.01%
+132
634
$8.15K ﹤0.01%
110
635
$8.12K ﹤0.01%
65
636
$8.02K ﹤0.01%
102
637
$7.94K ﹤0.01%
65
638
$7.89K ﹤0.01%
200
639
$7.86K ﹤0.01%
184
640
$7.74K ﹤0.01%
100
641
$7.68K ﹤0.01%
220
642
$7.58K ﹤0.01%
300
643
$7.48K ﹤0.01%
+301
644
$7.37K ﹤0.01%
220
645
$7.32K ﹤0.01%
200
646
$7.27K ﹤0.01%
+90
647
$7.19K ﹤0.01%
350
648
$7.16K ﹤0.01%
639
+18
649
$7.02K ﹤0.01%
145
650
$6.9K ﹤0.01%
205
24 25
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