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
101
$389K 0.05%
3,275
-130
102
$388K 0.05%
2,325
103
$360K 0.05%
4,450
-50
104
$333K 0.04%
836
105
$330K 0.04%
1,781
106
$329K 0.04%
4,472
107
$328K 0.04%
349
108
$326K 0.04%
9,679
109
$323K 0.04%
2,867
110
$318K 0.04%
1,220
111
$306K 0.04%
1,257
112
$303K 0.04%
5,049
113
$303K 0.04%
2,149
-100
114
$300K 0.04%
6,736
115
$294K 0.04%
1,339
116
$293K 0.04%
5,874
117
$293K 0.04%
1,478
118
$286K 0.04%
20,733
+177
119
$285K 0.04%
2,550
120
$285K 0.04%
3,599
121
$285K 0.04%
1,414
+2
122
$281K 0.04%
2,811
123
$279K 0.04%
1,940
124
$277K 0.04%
3,120
125
$272K 0.04%
2,469
3 4
5
6 7