BWP
Barlow Wealth Partners Portfolio holdings
AUM
$836M
1-Year Est. Return
24.11%
1 Year Est. Return
+24.11%
AUM
$836M
AUM Growth
+$74.2M
(+9.7%)
Holding
142
Top Buys
| 1 | +$18.2M | |
| 2 | +$16.5M | |
| 3 | +$13M | |
| 4 |
Mercado Libre
MELI
|
+$11.6M |
| 5 |
Brown-Forman Class B
BF.B
|
+$10.9M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$12.4M | |
| 3 | +$11.4M | |
| 4 |
Hershey
HSY
|
+$11M |
| 5 |
Exxon Mobil
XOM
|
+$10.7M |
Sector Composition
| 1 | Technology | 31.23% |
| 2 | Financials | 21.26% |
| 3 | Communication Services | 11.76% |
| 4 | Industrials | 8.01% |
| 5 | Healthcare | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Constellation Brands
STZ
$24.2B
| $219K | 0.03% |
1,257
|
|
||
127
Qualcomm
QCOM
$205B
| $215K | 0.03% |
1,325
-25
|
|
||
128
Tractor Supply
TSCO
$29.8B
| $215K | 0.03% |
+3,900
|
|
||
129
Phillips Edison & Co
PECO
$4.37B
| $213K | 0.03% |
6,086
+53
|
|
||
130
Shell
SHEL
$217B
| $213K | 0.03% |
2,950
-322
|
|
||
131
Waters Corp
WAT
$21.1B
| $211K | 0.03% |
600
-100
|
|
||
132
Hancock Whitney
HWC
$4.83B
| $209K | 0.03% |
+3,450
|
|
||
133
Goldman Sachs
GS
$243B
| $205K | 0.02% |
+286
|
|
||
134
Sypris Solutions
SYPR
$47.2M
| $52.8K | 0.01% |
25,000
|
|
||
135
Cummins
CMI
$58B
| – | – |
-42,320
|
|
||
136
Deckers Outdoor
DECK
$13.3B
| – | – |
-8,235
|
|
||
|
DFS
137
DELISTED
Discover Financial Services
DFS
| – | – |
-1,940
|
|
||
|
138
Hershey
HSY
$36.7B
| – | – |
-67,596
|
|
||
139
lululemon athletica
LULU
$21.6B
| – | – |
-28,376
|
|
||
140
ServiceNow
NOW
$197B
| – | – |
-5,466
|
|
||
141
PayPal
PYPL
$67.6B
| – | – |
-4,548
|
|
||
142
Schwab International Equity ETF
SCHF
$53.2B
| – | – |
-10,134
|
|