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
$722M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.6M
3
+$8.87M
4
AZN icon
AstraZeneca
AZN
+$7.39M
5
ADBE icon
Adobe
ADBE
+$7.21M

Top Sells

1
+$21.9M
2
+$16.5M
3
+$12.9M
4
EPAM icon
EPAM Systems
EPAM
+$12.1M
5
KEYS icon
Keysight
KEYS
+$10.5M

Sector Composition

1 Technology 24.12%
2 Financials 19.03%
3 Healthcare 15.48%
4 Communication Services 9.46%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.24%
2,031
52
$1.71M 0.24%
8,261
53
$1.69M 0.23%
3,503
-34,352
54
$1.56M 0.22%
7,050
-5,000
55
$1.53M 0.21%
9,127
+2
56
$1.53M 0.21%
12,116
+21
57
$1.5M 0.21%
6,063
-106
58
$1.44M 0.2%
+10,194
59
$1.36M 0.19%
3,510
-16
60
$1.31M 0.18%
5,188
+502
61
$1.18M 0.16%
21,696
-1,000
62
$1.15M 0.16%
4,813
63
$1.07M 0.15%
6,202
64
$1M 0.14%
2,949
+1
65
$956K 0.13%
14,528
66
$917K 0.13%
3,222
67
$889K 0.12%
19,926
68
$854K 0.12%
11,320
69
$832K 0.12%
3,894
-28
70
$827K 0.11%
5,331
+1
71
$796K 0.11%
1,470
+204
72
$777K 0.11%
1,508
73
$744K 0.1%
4,225
74
$735K 0.1%
6,525
75
$615K 0.09%
6,362
1 2
3
4 5