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
$722M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.6M
3
+$8.87M
4
AZN icon
AstraZeneca
AZN
+$7.39M
5
ADBE icon
Adobe
ADBE
+$7.21M

Top Sells

1
+$21.9M
2
+$16.5M
3
+$12.9M
4
EPAM icon
EPAM Systems
EPAM
+$12.1M
5
KEYS icon
Keysight
KEYS
+$10.5M

Sector Composition

1 Technology 24.12%
2 Financials 19.03%
3 Healthcare 15.48%
4 Communication Services 9.46%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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156
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-67,997
158
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160
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7