BWP

Barlow Wealth Partners Portfolio holdings

AUM $836M
1-Year Est. Return 24.11%
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$36M
3
+$23.4M
4
AAPL icon
Apple
AAPL
+$22.4M
5
CHDN icon
Churchill Downs
CHDN
+$20.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.4%
2 Financials 18.6%
3 Healthcare 10.49%
4 Consumer Discretionary 9.43%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.84%
+25,383
27
$12.7M 1.81%
+105,267
28
$12.5M 1.78%
+143,720
29
$11.9M 1.7%
+14,418
30
$11.7M 1.67%
+108,940
31
$10.5M 1.49%
+66,093
32
$10.3M 1.46%
+42,119
33
$9.42M 1.34%
+403,917
34
$9.23M 1.31%
+150,379
35
$9.13M 1.3%
+31,906
36
$9.12M 1.3%
+155,803
37
$8.86M 1.26%
+98,084
38
$8.71M 1.24%
+106,724
39
$7.18M 1.02%
+34,742
40
$6.96M 0.99%
+33,833
41
$6.25M 0.89%
+5,370
42
$5.48M 0.78%
+124,990
43
$3.94M 0.56%
+69,040
44
$3.8M 0.54%
+7
45
$3.73M 0.53%
+75,220
46
$3.23M 0.46%
+62,648
47
$2.54M 0.36%
+17,391
48
$2.34M 0.33%
+16,775
49
$2.27M 0.32%
+7,883
50
$2.08M 0.3%
+12,050
1
2
3 4 5