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
126
$736K 0.06%
13,730
-32,339
127
$713K 0.06%
8,000
128
$697K 0.06%
7,025
+15
129
$697K 0.06%
5,190
-40
130
$688K 0.06%
7,025
+34
131
$670K 0.06%
2,334
132
$666K 0.06%
1,612
133
$655K 0.06%
17,525
134
$641K 0.06%
17,525
135
$640K 0.06%
2,288
136
$627K 0.05%
4,281
137
$627K 0.05%
1,725
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138
$612K 0.05%
15,153
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139
$611K 0.05%
13,532
140
$609K 0.05%
12,175
141
$581K 0.05%
7,418
142
$560K 0.05%
8,007
143
$560K 0.05%
1,255
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144
$553K 0.05%
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145
$534K 0.05%
7,012
146
$528K 0.05%
4,271
147
$527K 0.05%
17,000
148
$525K 0.05%
1,750
149
$518K 0.05%
7,926
150
$517K 0.05%
3,014
-41
4 5
6
7 8