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
$765M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.44M
3
+$7.17M
4
LULU icon
lululemon athletica
LULU
+$1.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$870K

Top Sells

1
+$8.36M
2
+$7.1M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.22M
5
CMI icon
Cummins
CMI
+$3.49M

Sector Composition

1 Technology 24.41%
2 Financials 19.51%
3 Healthcare 14.42%
4 Communication Services 9.11%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$638K 0.08%
3,456
+750
77
$635K 0.08%
2,266
78
$627K 0.08%
6,362
79
$622K 0.08%
5,782
80
$609K 0.08%
1,949
-5
81
$606K 0.08%
1,062
+179
82
$573K 0.07%
5,126
83
$571K 0.07%
1,162
84
$559K 0.07%
4,138
85
$543K 0.07%
1,239
86
$517K 0.07%
3,758
87
$512K 0.07%
6,675
88
$495K 0.06%
6,976
89
$490K 0.06%
9,329
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90
$482K 0.06%
13,774
91
$479K 0.06%
2,819
92
$455K 0.06%
944
+136
93
$452K 0.06%
2,701
-140
94
$442K 0.06%
2,552
95
$434K 0.06%
142
-2
96
$409K 0.05%
1,674
97
$400K 0.05%
15,544
98
$394K 0.05%
2,965
99
$394K 0.05%
561
100
$392K 0.05%
2,090
2 3
4
5 6