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
101
$1.36M 0.12%
2,029
-65
102
$1.29M 0.11%
14,839
103
$1.23M 0.11%
3,580
104
$1.23M 0.11%
5,794
-1,668
105
$1.17M 0.1%
29,237
-549
106
$1.16M 0.1%
5,970
-202
107
$1.1M 0.1%
4,557
108
$1.1M 0.1%
9,331
-82
109
$1.1M 0.1%
14,783
+580
110
$1.09M 0.1%
3,923
-135
111
$1.05M 0.09%
10,470
-222
112
$1.02M 0.09%
8,087
+1
113
$939K 0.08%
12,875
114
$928K 0.08%
28,408
-1,250
115
$920K 0.08%
13,275
-399
116
$882K 0.08%
3,861
-75
117
$847K 0.07%
5,500
118
$844K 0.07%
10,200
119
$830K 0.07%
13,146
120
$817K 0.07%
1,782
+128
121
$808K 0.07%
9,198
122
$796K 0.07%
17,516
-300
123
$782K 0.07%
7,722
+32
124
$765K 0.07%
500
-92
125
$755K 0.07%
6,733
+385
3 4
5
6 7