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
$790M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$3.73M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$3.16M
5
V icon
Visa
V
+$1.72M

Top Sells

1
+$18.5M
2
+$15.4M
3
+$9.77M
4
NVO icon
Novo Nordisk
NVO
+$8.44M
5
TROW icon
T. Rowe Price
TROW
+$6.21M

Sector Composition

1 Technology 29.01%
2 Financials 21.79%
3 Communication Services 10.73%
4 Industrials 9.07%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.18%
+4,127
52
$1.3M 0.16%
6,950
-100
53
$1.28M 0.16%
8,022
-966
54
$1.22M 0.15%
4,813
55
$1.21M 0.15%
20,696
-1,000
56
$1.21M 0.15%
2,427
-1,076
57
$1.11M 0.14%
5,882
-320
58
$1.09M 0.14%
2,950
+1
59
$942K 0.12%
9,407
-2,509
60
$899K 0.11%
14,560
+32
61
$896K 0.11%
5,661
+329
62
$886K 0.11%
1,495
+25
63
$876K 0.11%
2,250
-25,105
64
$846K 0.11%
4,742
-3,519
65
$811K 0.1%
1,086
-945
66
$805K 0.1%
1,304
+50
67
$772K 0.1%
6,525
68
$761K 0.1%
2,723
-787
69
$718K 0.09%
3,472
+16
70
$703K 0.09%
5,382
-400
71
$687K 0.09%
374
+17
72
$666K 0.08%
2,266
73
$637K 0.08%
1,070
+8
74
$607K 0.08%
1,162
75
$604K 0.08%
2,749
-1,145
1 2
3
4 5