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
$765M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.44M
3
+$7.17M
4
LULU icon
lululemon athletica
LULU
+$1.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$870K

Top Sells

1
+$8.36M
2
+$7.1M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.22M
5
CMI icon
Cummins
CMI
+$3.49M

Sector Composition

1 Technology 24.41%
2 Financials 19.51%
3 Healthcare 14.42%
4 Communication Services 9.11%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.24%
2,031
52
$1.77M 0.23%
3,503
53
$1.71M 0.22%
6,063
54
$1.65M 0.22%
8,261
55
$1.62M 0.21%
7,050
56
$1.56M 0.2%
5,188
57
$1.5M 0.2%
8,988
-139
58
$1.29M 0.17%
11,916
-200
59
$1.23M 0.16%
4,813
60
$1.21M 0.16%
21,696
61
$1.12M 0.15%
6,202
62
$1.02M 0.13%
2,949
63
$1.02M 0.13%
3,422
+200
64
$1M 0.13%
14,528
65
$913K 0.12%
1,508
66
$911K 0.12%
19,926
67
$909K 0.12%
11,320
68
$835K 0.11%
1,470
69
$829K 0.11%
3,510
70
$818K 0.11%
4,225
71
$806K 0.11%
5,332
+1
72
$792K 0.1%
3,894
73
$775K 0.1%
6,525
74
$733K 0.1%
1,254
+160
75
$701K 0.09%
357
1 2
3
4 5