BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.08B
This Quarter Return
+0.45%
1 Year Return
+13.26%
3 Year Return
+43.5%
5 Year Return
+64.1%
10 Year Return
–
AUM
$528M
AUM Growth
+$528M
(+5.5%)
Cap. Flow
+$26.9M
Cap. Flow
% of AUM
5.09%
Top 10 Holdings %
Top 10 Hldgs %
45.86%
Holding
249
New
28
Increased
121
Reduced
61
Closed
17
Top Buys
| 1 |
iShares Global REIT ETF
REET
|
$9.03M |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$6.76M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$3.92M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.57M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$3.44M |
Top Sells
Sector Composition
| 1 | Technology | 3.08% |
| 2 | Financials | 3.01% |
| 3 | Healthcare | 2.41% |
| 4 | Materials | 2.15% |
| 5 | Consumer Staples | 1.96% |
