BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.08B
1-Year Return
13.26%
This Quarter Return
+3.52%
1 Year Return
+13.26%
3 Year Return
+43.5%
5 Year Return
+64.1%
10 Year Return
–
AUM
$679M
AUM Growth
+$22.8M
(+3.5%)
Cap. Flow
+$3.65M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
42.18%
Holding
292
New
24
Increased
85
Reduced
134
Closed
18
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$37.3M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$12.3M |
| 3 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$8.38M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$7.75M |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$6.04M |
Top Sells
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Healthcare | 2.34% |
| 3 | Financials | 1.98% |
| 4 | Materials | 1.92% |
| 5 | Industrials | 1.73% |
