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
$704M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$36M
3
+$23.4M
4
AAPL icon
Apple
AAPL
+$22.4M
5
CHDN icon
Churchill Downs
CHDN
+$20.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.4%
2 Financials 18.6%
3 Healthcare 10.49%
4 Consumer Discretionary 9.43%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$671K 0.1%
+6,525
77
$655K 0.09%
+4,229
78
$633K 0.09%
+10,420
79
$601K 0.09%
+1,264
80
$573K 0.08%
+4,138
81
$570K 0.08%
+11,285
82
$561K 0.08%
+357
83
$539K 0.08%
+5,782
84
$535K 0.08%
+1,954
85
$516K 0.07%
+2,175
86
$507K 0.07%
+6,362
87
$505K 0.07%
+6,976
88
$504K 0.07%
+2,966
89
$503K 0.07%
+6,505
90
$448K 0.06%
+3,758
91
$446K 0.06%
+13,774
92
$437K 0.06%
+2,288
93
$429K 0.06%
+6,780
94
$423K 0.06%
+5,126
95
$408K 0.06%
+1,239
96
$375K 0.05%
+880
97
$375K 0.05%
+4,965
98
$372K 0.05%
+144
99
$361K 0.05%
+737
100
$361K 0.05%
+10,402
2 3
4
5 6