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
701
$3.55K ﹤0.01%
200
702
$3.53K ﹤0.01%
189
-136
703
$3.52K ﹤0.01%
100
704
$3.38K ﹤0.01%
107
705
$3.26K ﹤0.01%
+19
706
$3.25K ﹤0.01%
399
707
$3.14K ﹤0.01%
50
708
$3.02K ﹤0.01%
40
709
$3.01K ﹤0.01%
63
710
$2.88K ﹤0.01%
200
711
$2.85K ﹤0.01%
33
712
$2.71K ﹤0.01%
50
713
$2.62K ﹤0.01%
231
714
$2.56K ﹤0.01%
68
715
$2.48K ﹤0.01%
51
716
$2.45K ﹤0.01%
300
717
$2.45K ﹤0.01%
70
718
$2.44K ﹤0.01%
+10
719
$2.42K ﹤0.01%
7
720
$2.39K ﹤0.01%
648
721
$2.38K ﹤0.01%
50
722
$2.31K ﹤0.01%
650
723
$2.19K ﹤0.01%
100
724
$2.15K ﹤0.01%
+99
725
$2.13K ﹤0.01%
71
+4
27 28
29
30 31