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
1
$75.2M 6.55%
456,036
-3,671
2
$64.2M 5.6%
222,762
-1,673
3
$39.9M 3.48%
384,484
-2,216
4
$38.3M 3.33%
370,396
+11,165
5
$29.9M 2.6%
163,872
+9,649
6
$27.3M 2.38%
54,895
-409
7
$26.6M 2.32%
118,110
+14,912
8
$24.3M 2.12%
220,178
+7,323
9
$22.8M 1.99%
296,172
-55
10
$21.3M 1.86%
242,454
-2,678
11
$20.2M 1.76%
190,175
-2,655
12
$19.9M 1.74%
41,074
+1,237
13
$19.8M 1.72%
88,468
+734
14
$19.4M 1.69%
176,462
-13,290
15
$18.7M 1.63%
94,812
-931
16
$18M 1.57%
62,906
-296
17
$17.8M 1.56%
642,610
-800
18
$17.8M 1.55%
109,326
-130
19
$17.2M 1.5%
43,451
+621
20
$16.8M 1.46%
43,577
+7
21
$16M 1.4%
103,370
+12
22
$15.7M 1.37%
39,265
+13
23
$14M 1.22%
134,623
-1,841
24
$13.6M 1.18%
74,040
+1,051
25
$13.4M 1.17%
66,559
-37
1
2 3 4 5