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
726
$2.1K ﹤0.01%
91
727
$2.09K ﹤0.01%
10
728
$2.03K ﹤0.01%
50
729
$1.96K ﹤0.01%
51
730
$1.88K ﹤0.01%
1,000
731
$1.87K ﹤0.01%
49
732
$1.85K ﹤0.01%
38
733
$1.8K ﹤0.01%
+200
734
$1.74K ﹤0.01%
68
735
$1.62K ﹤0.01%
20
736
$1.61K ﹤0.01%
20
737
$1.58K ﹤0.01%
37
738
$1.47K ﹤0.01%
+75
739
$1.42K ﹤0.01%
14
740
$1.38K ﹤0.01%
10
741
$1.38K ﹤0.01%
+25
742
$1.32K ﹤0.01%
11
743
$1.3K ﹤0.01%
80
744
$1.28K ﹤0.01%
22
745
$1.22K ﹤0.01%
50
746
$1.19K ﹤0.01%
191
747
$1.19K ﹤0.01%
65
748
$1.11K ﹤0.01%
50
749
$1.11K ﹤0.01%
439
750
$1.11K ﹤0.01%
27
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31 32