BWP

Barlow Wealth Partners Portfolio holdings

AUM $899M
1-Year Est. Return 24.44%
This Quarter Est. Return
1 Year Est. Return
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$14.1M
3
+$11M
4
XOM icon
Exxon Mobil
XOM
+$10.5M
5
NVDA icon
NVIDIA
NVDA
+$7.01M

Top Sells

1
+$17.1M
2
+$15.5M
3
+$10.4M
4
ICLR icon
Icon
ICLR
+$9.25M
5
DIS icon
Walt Disney
DIS
+$8.76M

Sector Composition

1 Technology 28.48%
2 Financials 20.59%
3 Communication Services 10.67%
4 Healthcare 9.81%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.15%
2,427
52
$1.15M 0.15%
4,813
53
$1.13M 0.15%
5,882
54
$1.12M 0.15%
15,560
+1,000
55
$1.04M 0.14%
2,856
-94
56
$986K 0.13%
6,950
57
$961K 0.13%
2,280
+30
58
$899K 0.12%
+8,235
59
$898K 0.12%
1,623
+553
60
$896K 0.12%
+26,864
61
$832K 0.11%
374
62
$827K 0.11%
5,961
+300
63
$804K 0.11%
1,460
-35
64
$756K 0.1%
6,525
65
$720K 0.09%
2,723
66
$713K 0.09%
4,706
-36
67
$712K 0.09%
8,607
-800
68
$651K 0.09%
3,499
+100
69
$647K 0.09%
3,249
+500
70
$634K 0.08%
5,464
+82
71
$629K 0.08%
6,696
+334
72
$628K 0.08%
6,990
+315
73
$622K 0.08%
2,297
+31
74
$620K 0.08%
1,162
75
$593K 0.08%
5,380
-230
1 2
3
4 5