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
676
$4.75K ﹤0.01%
750
677
$4.72K ﹤0.01%
160
678
$4.71K ﹤0.01%
500
679
$4.68K ﹤0.01%
75
680
$4.66K ﹤0.01%
300
681
$4.63K ﹤0.01%
+75
682
$4.59K ﹤0.01%
23
+17
683
$4.58K ﹤0.01%
500
684
$4.57K ﹤0.01%
75
-50
685
$4.43K ﹤0.01%
101
686
$4.41K ﹤0.01%
41
687
$4.24K ﹤0.01%
104
688
$4.17K ﹤0.01%
136
689
$4.11K ﹤0.01%
500
690
$4.09K ﹤0.01%
264
+14
691
$4K ﹤0.01%
150
692
$4K ﹤0.01%
350
693
$3.94K ﹤0.01%
425
694
$3.94K ﹤0.01%
400
695
$3.93K ﹤0.01%
396
696
$3.92K ﹤0.01%
50
697
$3.8K ﹤0.01%
1,125
+125
698
$3.8K ﹤0.01%
125
699
$3.74K ﹤0.01%
399
700
$3.73K ﹤0.01%
70
26 27
28
29 30