BWP

Barlow Wealth Partners Portfolio holdings

AUM $927M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.5M
3
+$13M
4
MELI icon
Mercado Libre
MELI
+$11.6M
5
BF.B icon
Brown-Forman Class B
BF.B
+$10.9M

Top Sells

1
+$15.9M
2
+$12.4M
3
+$11.4M
4
HSY icon
Hershey
HSY
+$11M
5
XOM icon
Exxon Mobil
XOM
+$10.7M

Sector Composition

1 Technology 31.23%
2 Financials 21.26%
3 Communication Services 11.76%
4 Industrials 8.01%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.14%
2,284
-143
52
$1.18M 0.14%
4,606
-207
53
$1.16M 0.14%
1,860
+237
54
$1.15M 0.14%
5,882
55
$1.12M 0.13%
15,747
+187
56
$1.05M 0.13%
2,691
-165
57
$1.03M 0.12%
6,050
-900
58
$1.03M 0.12%
26,864
59
$906K 0.11%
1,461
+1
60
$894K 0.11%
4,706
61
$861K 0.1%
5,818
-143
62
$843K 0.1%
6,525
63
$777K 0.09%
3,249
64
$766K 0.09%
5,364
-100
65
$740K 0.09%
949
-20,416
66
$709K 0.08%
8,607
67
$702K 0.08%
2,297
68
$687K 0.08%
3,599
+100
69
$663K 0.08%
5,160
-220
70
$654K 0.08%
1,164
+2
71
$632K 0.08%
2,590
-133
72
$624K 0.07%
6,990
73
$619K 0.07%
6,696
74
$613K 0.07%
8,392
75
$587K 0.07%
1,997
1 2
3
4 5