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
$790M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$3.73M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$3.16M
5
V icon
Visa
V
+$1.72M

Top Sells

1
+$18.5M
2
+$15.4M
3
+$9.77M
4
NVO icon
Novo Nordisk
NVO
+$8.44M
5
TROW icon
T. Rowe Price
TROW
+$6.21M

Sector Composition

1 Technology 29.01%
2 Financials 21.79%
3 Communication Services 10.73%
4 Industrials 9.07%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$326K 0.04%
1,061
-888
102
$321K 0.04%
857
+21
103
$318K 0.04%
1,339
104
$308K 0.04%
2,600
-675
105
$305K 0.04%
2,550
106
$299K 0.04%
1,478
107
$284K 0.04%
1,440
+26
108
$284K 0.04%
663
109
$280K 0.04%
12,309
110
$280K 0.04%
896
111
$279K 0.04%
+2,200
112
$278K 0.04%
700
113
$274K 0.03%
5,049
114
$273K 0.03%
672
+11
115
$272K 0.03%
17,465
-3,268
116
$271K 0.03%
3,978
+55
117
$270K 0.03%
1,459
118
$270K 0.03%
2,149
119
$259K 0.03%
4,569
-2,407
120
$255K 0.03%
994
121
$253K 0.03%
943
+18
122
$250K 0.03%
1,220
123
$241K 0.03%
2,827
124
$237K 0.03%
+1,040
125
$233K 0.03%
2,100
-150
3 4
5
6 7