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
$704M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$36M
3
+$23.4M
4
AAPL icon
Apple
AAPL
+$22.4M
5
CHDN icon
Churchill Downs
CHDN
+$20.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.4%
2 Financials 18.6%
3 Healthcare 10.49%
4 Consumer Discretionary 9.43%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 5.13%
+256,188
2
$36M 5.12%
+95,859
3
$23.4M 3.33%
+89,981
4
$22.4M 3.18%
+116,309
5
$20.7M 2.94%
+153,182
6
$20.4M 2.9%
+168,750
7
$20.2M 2.88%
+168,767
8
$19.8M 2.81%
+29,990
9
$18.3M 2.6%
+44,966
10
$17.1M 2.43%
+182,179
11
$16.8M 2.39%
+130,814
12
$16.7M 2.37%
+27,992
13
$16.6M 2.37%
+31,616
14
$16.6M 2.36%
+47,281
15
$16.5M 2.34%
+37,347
16
$16.1M 2.29%
+341,174
17
$15.7M 2.23%
+25,045
18
$15.5M 2.21%
+64,759
19
$14.9M 2.12%
+95,252
20
$14.4M 2.04%
+35,977
21
$14M 1.98%
+149,870
22
$13.3M 1.9%
+47,127
23
$13.3M 1.88%
+77,923
24
$13.2M 1.88%
+44,472
25
$13.1M 1.87%
+112,407
1
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