BWP

Barlow Wealth Partners Portfolio holdings

AUM $900M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13M
3
+$3.75M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$2.97M
5
V icon
Visa
V
+$1.64M

Top Sells

1
+$18.5M
2
+$15.4M
3
+$10.5M
4
NVO
Novo Nordisk
NVO
+$8.44M
5
TROW icon
T. Rowe Price
TROW
+$6.21M

Sector Composition

1 Technology 29.01%
2 Financials 21.79%
3 Communication Services 10.73%
4 Industrials 9.07%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-71,657
152
– –
-3,758
153
– –
-2,325
154
– –
-875
155
– –
-3,120
3 4 5 6
7