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
$735M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.6M
3
+$12M
4
AZN icon
AstraZeneca
AZN
+$9.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13M

Top Sells

1
+$14M
2
+$7.4M
3
+$7.02M
4
TROW icon
T. Rowe Price
TROW
+$6.01M
5
GRMN icon
Garmin
GRMN
+$4.08M

Sector Composition

1 Technology 28.23%
2 Financials 19.41%
3 Healthcare 12.8%
4 Communication Services 9.93%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$686K 0.09%
4,225
-4
77
$679K 0.09%
1,508
78
$647K 0.09%
1,266
+2
79
$602K 0.08%
4,138
80
$573K 0.08%
2,266
+91
81
$547K 0.07%
11,290
+5
82
$546K 0.07%
6,362
83
$516K 0.07%
357
84
$499K 0.07%
6,505
85
$498K 0.07%
5,782
86
$498K 0.07%
1,239
87
$496K 0.07%
968
-20
88
$485K 0.07%
13,774
89
$479K 0.07%
6,675
-105
90
$478K 0.07%
2,841
-125
91
$465K 0.06%
6,976
92
$462K 0.06%
3,758
93
$452K 0.06%
1,954
94
$448K 0.06%
962
+82
95
$429K 0.06%
6,125
-2,500
96
$427K 0.06%
144
97
$412K 0.06%
5,126
98
$392K 0.05%
3,233
99
$386K 0.05%
2,706
100
$382K 0.05%
1,759
-529
2 3
4
5 6