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
176
$419K 0.04%
11,623
177
$414K 0.04%
2,770
178
$412K 0.04%
2,605
179
$409K 0.04%
5,700
180
$406K 0.04%
4,365
+73
181
$402K 0.04%
1,040
182
$401K 0.04%
3,452
183
$385K 0.03%
2,095
184
$378K 0.03%
+3,510
185
$377K 0.03%
2,955
186
$375K 0.03%
5,221
187
$374K 0.03%
3,663
+5
188
$372K 0.03%
10,796
189
$361K 0.03%
3,120
190
$353K 0.03%
13,388
191
$352K 0.03%
1,972
-10
192
$342K 0.03%
6,800
193
$340K 0.03%
2,630
194
$339K 0.03%
4,654
+958
195
$333K 0.03%
5,072
196
$332K 0.03%
26,659
-300
197
$328K 0.03%
7,679
198
$326K 0.03%
20,418
-1,200
199
$325K 0.03%
1,741
+20
200
$322K 0.03%
7,250
+4,000
6 7
8
9 10