We are live on ! Find out more
BOPW

Brandywine Oak Private Wealth Portfolio holdings

AUM $1.19B
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.29M
3
+$3.27M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.45M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.45M

Top Sells

1
+$6.67M
2
+$6.29M
3
+$5.08M
4
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$2.98M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$1.32M

Sector Composition

1 Technology 4.12%
2 Healthcare 2.55%
3 Consumer Discretionary 1.73%
4 Financials 1.71%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.04%
1,774
227
$238K 0.04%
+1,620
228
$236K 0.04%
5,773
-127
229
$236K 0.04%
1,112
-42
230
$232K 0.04%
3,321
-529
231
$230K 0.04%
4,349
+381
232
$229K 0.04%
697
233
$227K 0.04%
+1,930
234
$227K 0.04%
2,653
-466
235
$226K 0.04%
5,467
+9
236
$226K 0.04%
7,288
-159
237
$225K 0.04%
999
-1
238
$225K 0.04%
4,735
-751
239
$225K 0.04%
1,476
-20
240
$224K 0.04%
2,181
-121
241
$224K 0.04%
+951
242
$217K 0.04%
5,234
-501
243
$217K 0.04%
2,697
+10
244
$216K 0.04%
+7,198
245
$215K 0.04%
5,974
246
$213K 0.04%
+901
247
$213K 0.04%
9,008
-1,090
248
$213K 0.04%
22,187
-2,216
249
$211K 0.04%
+1,644
250
$210K 0.04%
7,586
-1,246
7 8 9
10
11