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
201
$315K 0.03%
11,500
-700
202
$315K 0.03%
3,156
+66
203
$310K 0.03%
5,090
204
$300K 0.03%
2,446
205
$290K 0.03%
3,858
-26
206
$290K 0.03%
5,285
207
$289K 0.03%
10,118
208
$280K 0.02%
1,144
209
$274K 0.02%
27,605
210
$273K 0.02%
1,290
-12
211
$273K 0.02%
19,520
-74,706
212
$273K 0.02%
14,100
213
$271K 0.02%
1,960
-148
214
$264K 0.02%
388
215
$262K 0.02%
610
216
$261K 0.02%
5,029
+4
217
$258K 0.02%
3,711
+1,369
218
$257K 0.02%
1,900
+500
219
$249K 0.02%
815
220
$248K 0.02%
1,958
+74
221
$241K 0.02%
3,131
+11
222
$239K 0.02%
1,928
+397
223
$234K 0.02%
4,475
-100
224
$233K 0.02%
1,400
225
$232K 0.02%
+4,580
7 8
9
10 11