BWP

Barlow Wealth Partners Portfolio holdings

AUM $927M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
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
+$12.6M
2
+$12.4M
3
+$12M
4
AZN icon
AstraZeneca
AZN
+$9.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M

Top Sells

1
+$13.5M
2
+$7.08M
3
+$7.05M
4
TROW icon
T. Rowe Price
TROW
+$5.83M
5
GRMN icon
Garmin
GRMN
+$3.76M

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
151
$210K 0.03%
1,341
152
$42.3K 0.01%
25,000
153
– –
-7,715
154
– –
-11,668
155
– –
-4,965
156
– –
-17,391
157
– –
-5,473
158
– –
-1,402
159
– –
-1,617
3 4 5 6
7