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
126
$251K 0.04%
+525
127
$247K 0.04%
+836
128
$247K 0.04%
+713
129
$246K 0.03%
+600
130
$243K 0.03%
+3,145
131
$240K 0.03%
+1,407
132
$237K 0.03%
+5,874
133
$233K 0.03%
+3,405
134
$233K 0.03%
+2,827
135
$230K 0.03%
+700
136
$226K 0.03%
+927
137
$223K 0.03%
+3,971
138
$222K 0.03%
+7,715
139
$220K 0.03%
+2,269
140
$219K 0.03%
+3,130
141
$218K 0.03%
+1,940
142
$215K 0.03%
+3,272
143
$211K 0.03%
+1,617
144
$210K 0.03%
+1,402
145
$210K 0.03%
+1,459
146
$200K 0.03%
+1,341
147
$100K 0.01%
+11,668
148
$50.8K 0.01%
+25,000
2 3 4 5
6