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
101
$304K 0.04%
2,608
-200
102
$299K 0.04%
5,137
+765
103
$297K 0.04%
4,548
-159,452
104
$283K 0.04%
1,061
105
$276K 0.04%
2,140
+40
106
$269K 0.04%
6,736
107
$265K 0.03%
1,478
108
$264K 0.03%
3,940
-38
109
$262K 0.03%
937
-6
110
$260K 0.03%
911
-3
111
$257K 0.03%
12,309
112
$256K 0.03%
+5,253
113
$256K 0.03%
836
-21
114
$246K 0.03%
3,971
115
$244K 0.03%
+1,052
116
$240K 0.03%
672
117
$240K 0.03%
+2,653
118
$238K 0.03%
2,827
119
$237K 0.03%
896
120
$237K 0.03%
1,459
121
$237K 0.03%
700
122
$235K 0.03%
1,442
+2
123
$234K 0.03%
17,622
+157
124
$233K 0.03%
1,257
125
$230K 0.03%
1,749
-400
2 3 4
5
6