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
$735M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.6M
3
+$12M
4
AZN icon
AstraZeneca
AZN
+$9.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13M

Top Sells

1
+$14M
2
+$7.4M
3
+$7.02M
4
TROW icon
T. Rowe Price
TROW
+$6.01M
5
GRMN icon
Garmin
GRMN
+$4.08M

Sector Composition

1 Technology 28.23%
2 Financials 19.41%
3 Healthcare 12.8%
4 Communication Services 9.93%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.04%
5,410
+6
127
$258K 0.04%
2,811
-334
128
$251K 0.03%
5,080
-586
129
$249K 0.03%
875
-20
130
$245K 0.03%
+2,250
131
$244K 0.03%
+3,542
132
$244K 0.03%
3,405
133
$241K 0.03%
5,874
134
$237K 0.03%
1,638
135
$237K 0.03%
7,204
+78
136
$237K 0.03%
3,272
137
$235K 0.03%
+1,907
138
$235K 0.03%
1,940
139
$234K 0.03%
1,410
+3
140
$234K 0.03%
2,469
+200
141
$227K 0.03%
3,971
142
$227K 0.03%
2,827
143
$226K 0.03%
700
144
$225K 0.03%
+1,220
145
$223K 0.03%
1,459
146
$220K 0.03%
+2,550
147
$218K 0.03%
927
148
$216K 0.03%
+3,599
149
$214K 0.03%
3,120
-10
150
$210K 0.03%
+855
3 4 5
6
7