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
$735M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.6M
3
+$12M
4
AZN icon
AstraZeneca
AZN
+$9.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13M

Top Sells

1
+$14M
2
+$7.4M
3
+$7.02M
4
TROW icon
T. Rowe Price
TROW
+$6.01M
5
GRMN icon
Garmin
GRMN
+$4.08M

Sector Composition

1 Technology 28.23%
2 Financials 19.41%
3 Healthcare 12.8%
4 Communication Services 9.93%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.33%
20,229
+3
52
$2.24M 0.31%
12,044
+799
53
$2.2M 0.3%
12,050
54
$2.1M 0.29%
7,858
-25
55
$1.92M 0.26%
6,466
-914
56
$1.89M 0.26%
4,697
-38
57
$1.72M 0.23%
8,261
+183
58
$1.53M 0.21%
10,163
-11
59
$1.53M 0.21%
2,031
60
$1.52M 0.21%
12,095
-25
61
$1.5M 0.2%
6,169
-60
62
$1.42M 0.19%
9,125
+290
63
$1.25M 0.17%
4,686
-75
64
$1.25M 0.17%
22,696
65
$1.22M 0.17%
4,813
-437
66
$1.1M 0.15%
3,526
-793
67
$1.03M 0.14%
6,202
68
$1.01M 0.14%
19,926
69
$1.01M 0.14%
2,948
+1
70
$928K 0.13%
3,222
71
$847K 0.12%
5,330
-932
72
$847K 0.12%
14,528
73
$769K 0.1%
3,922
74
$714K 0.1%
11,320
+900
75
$702K 0.1%
6,525
1 2
3
4 5