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
776
$503 ﹤0.01%
100
777
$478 ﹤0.01%
34
778
$469 ﹤0.01%
70
+10
779
$449 ﹤0.01%
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781
$380 ﹤0.01%
10
782
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783
$367 ﹤0.01%
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784
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$322 ﹤0.01%
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786
$314 ﹤0.01%
561
787
$285 ﹤0.01%
3
788
$271 ﹤0.01%
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789
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$143 ﹤0.01%
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4
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$92 ﹤0.01%
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$89 ﹤0.01%
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$88 ﹤0.01%
3
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$75 ﹤0.01%
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799
$68 ﹤0.01%
+11
800
$59 ﹤0.01%
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