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
76
$3.03M 0.26%
41,093
-48,405
77
$3M 0.26%
29,976
-21,317
78
$2.96M 0.26%
9,387
79
$2.93M 0.26%
47,495
80
$2.91M 0.25%
35,087
-318
81
$2.91M 0.25%
11,799
-85
82
$2.83M 0.25%
12,904
-126
83
$2.74M 0.24%
67,069
+953
84
$2.56M 0.22%
30,995
+510
85
$2.54M 0.22%
18,359
-323
86
$2.43M 0.21%
5,943
+743
87
$2.34M 0.2%
11,275
+5,547
88
$2.3M 0.2%
14,454
89
$2.17M 0.19%
9,305
+331
90
$2M 0.17%
84,402
+5,164
91
$1.89M 0.16%
48,469
-100
92
$1.89M 0.16%
143,800
+10,500
93
$1.8M 0.16%
21,721
+440
94
$1.73M 0.15%
6,845
-70
95
$1.72M 0.15%
96,172
-230
96
$1.65M 0.14%
38,872
+2
97
$1.63M 0.14%
3,264
-172
98
$1.6M 0.14%
59,444
-994
99
$1.58M 0.14%
3,344
-62
100
$1.49M 0.13%
5,039
-37
2 3
4
5 6