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
$765M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.44M
3
+$7.17M
4
LULU icon
lululemon athletica
LULU
+$1.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$870K

Top Sells

1
+$8.36M
2
+$7.1M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.22M
5
CMI icon
Cummins
CMI
+$3.49M

Sector Composition

1 Technology 24.41%
2 Financials 19.51%
3 Healthcare 14.42%
4 Communication Services 9.11%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-426,722
152
– –
-4,889
153
– –
-5,080
3 4 5 6
7