BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.08B
1-Year Return
13.26%
This Quarter Return
+7.98%
1 Year Return
+13.26%
3 Year Return
+43.5%
5 Year Return
+64.1%
10 Year Return
–
AUM
$1.08B
AUM Growth
+$60.5M
(+5.9%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
56.39%
Holding
239
New
16
Increased
54
Reduced
113
Closed
6
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$4.54M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$4.42M |
| 3 |
VanEck Intermediate Muni ETF
ITM
|
$3.5M |
| 4 |
Expeditors International
EXPD
|
$2.57M |
| 5 |
GraniteShares Gold Shares
BAR
|
$1.5M |
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Financials | 2.73% |
| 3 | Healthcare | 1.94% |
| 4 | Consumer Discretionary | 1.26% |
| 5 | Industrials | 1.22% |
