BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.08B
This Quarter Return
-1.56%
1 Year Return
+13.26%
3 Year Return
+43.5%
5 Year Return
+64.1%
10 Year Return
–
AUM
$1.02B
AUM Growth
+$1.02B
(-0.94%)
Cap. Flow
+$87.5M
Cap. Flow
% of AUM
8.55%
Top 10 Holdings %
Top 10 Hldgs %
55.82%
Holding
244
New
8
Increased
90
Reduced
89
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$8.59M |
| 2 |
Schwab International Equity ETF
SCHF
|
$8M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.56M |
| 4 |
Vanguard Value ETF
VTV
|
$1.45M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 6.56% |
| 2 | Financials | 2.86% |
| 3 | Healthcare | 2.2% |
| 4 | Industrials | 1.44% |
| 5 | Consumer Discretionary | 1.4% |
