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
51
$2.02M 0.29%
+20,226
52
$1.98M 0.28%
+4,319
53
$1.8M 0.26%
+7,380
54
$1.71M 0.24%
+11,245
55
$1.69M 0.24%
+4,735
56
$1.58M 0.22%
+10,174
57
$1.45M 0.21%
+6,229
58
$1.41M 0.2%
+4,761
59
$1.38M 0.2%
+5,250
60
$1.32M 0.19%
+12,120
61
$1.31M 0.19%
+8,078
62
$1.29M 0.18%
+8,835
63
$1.19M 0.17%
+19,926
64
$1.18M 0.17%
+2,031
65
$1.04M 0.15%
+22,696
66
$1.03M 0.15%
+2,177
67
$939K 0.13%
+1,157
68
$934K 0.13%
+6,262
69
$883K 0.13%
+2,947
70
$868K 0.12%
+6,202
71
$856K 0.12%
+14,528
72
$837K 0.12%
+3,222
73
$822K 0.12%
+3,922
74
$683K 0.1%
+1,508
75
$672K 0.1%
+8,625
1 2
3
4 5