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
651
$6.86K ﹤0.01%
100
652
$6.85K ﹤0.01%
400
653
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250
654
$6.59K ﹤0.01%
300
655
$6.58K ﹤0.01%
+50
656
$6.53K ﹤0.01%
100
657
$6.49K ﹤0.01%
+79
658
$6.28K ﹤0.01%
150
659
$6.28K ﹤0.01%
60
660
$6.24K ﹤0.01%
250
661
$6.18K ﹤0.01%
190
662
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500
663
$6.04K ﹤0.01%
300
664
$5.9K ﹤0.01%
400
665
$5.89K ﹤0.01%
360
666
$5.74K ﹤0.01%
100
667
$5.62K ﹤0.01%
345
-3,118
668
$5.48K ﹤0.01%
40
669
$5.34K ﹤0.01%
59
670
$5.12K ﹤0.01%
150
671
$4.99K ﹤0.01%
452
672
$4.93K ﹤0.01%
300
673
$4.87K ﹤0.01%
100
674
$4.85K ﹤0.01%
23
675
$4.81K ﹤0.01%
200
25 26
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