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
101
$350K 0.05%
+988
102
$341K 0.05%
+3,233
103
$327K 0.05%
+5,049
104
$321K 0.05%
+2,090
105
$320K 0.05%
+3,405
106
$318K 0.05%
+2,200
107
$311K 0.04%
+7,188
108
$307K 0.04%
+2,965
109
$304K 0.04%
+1,257
110
$298K 0.04%
+5,404
111
$291K 0.04%
+598
112
$290K 0.04%
+4,472
113
$281K 0.04%
+2,706
114
$280K 0.04%
+5,666
115
$279K 0.04%
+2,867
116
$278K 0.04%
+20,185
117
$278K 0.04%
+895
118
$275K 0.04%
+5,473
119
$274K 0.04%
+1,803
120
$273K 0.04%
+2,249
121
$266K 0.04%
+1,220
122
$266K 0.04%
+1,478
123
$261K 0.04%
+1,271
124
$260K 0.04%
+7,126
125
$258K 0.04%
+1,638
2 3 4
5
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