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
76
$573K 0.08%
3,472
77
$555K 0.07%
8,392
78
$543K 0.07%
1,997
79
$537K 0.07%
15,887
-92
80
$513K 0.07%
142
81
$511K 0.07%
3,000
+400
82
$510K 0.07%
1,674
83
$466K 0.06%
4,898
+1,299
84
$446K 0.06%
944
85
$430K 0.06%
4,425
86
$420K 0.06%
2,552
87
$396K 0.05%
2,965
88
$393K 0.05%
15,544
89
$390K 0.05%
817
90
$383K 0.05%
1,339
91
$375K 0.05%
2,809
+333
92
$359K 0.05%
1,940
93
$350K 0.05%
2,070
-20
94
$345K 0.05%
5,255
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95
$328K 0.04%
3,628
-97,038
96
$314K 0.04%
4,472
97
$309K 0.04%
1,220
98
$308K 0.04%
339
-10
99
$306K 0.04%
5,049
100
$305K 0.04%
663
2 3
4
5 6