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
51
$7.18M 0.63%
277,182
+4,475
52
$7M 0.61%
133,619
-86
53
$6.8M 0.59%
161,946
-108
54
$6.45M 0.56%
11,519
+5
55
$5.69M 0.5%
49,687
-229
56
$5.44M 0.47%
17,614
+19
57
$5.15M 0.45%
180,178
-997
58
$4.85M 0.42%
52,735
+227
59
$4.79M 0.42%
8,305
-18
60
$4.66M 0.41%
61,336
+866
61
$4.47M 0.39%
61,626
-2,079
62
$4.32M 0.38%
54,348
-152
63
$4.2M 0.37%
94,097
+87
64
$4.14M 0.36%
9,383
-3
65
$3.92M 0.34%
40,278
+205
66
$3.83M 0.33%
46,009
-468
67
$3.69M 0.32%
295,729
+16,300
68
$3.65M 0.32%
16,405
-25
69
$3.45M 0.3%
57,677
-53
70
$3.44M 0.3%
12,042
-37
71
$3.41M 0.3%
61,848
72
$3.29M 0.29%
109,068
-866
73
$3.24M 0.28%
52,288
-323
74
$3.13M 0.27%
57,610
-90
75
$3.11M 0.27%
76,176
-44
1 2
3
4 5