BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.08B
1-Year Return
13.26%
This Quarter Return
+15.14%
1 Year Return
+13.26%
3 Year Return
+43.5%
5 Year Return
+64.1%
10 Year Return
–
AUM
$563M
AUM Growth
+$78.3M
(+16%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
44.69%
Holding
271
New
57
Increased
73
Reduced
110
Closed
18
Top Buys
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$32.5M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$24.9M |
| 3 |
iShares MBS ETF
MBB
|
$18.7M |
| 4 |
Schwab International Equity ETF
SCHF
|
$16M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$14.5M |
Top Sells
Sector Composition
| 1 | Technology | 3.82% |
| 2 | Healthcare | 2.55% |
| 3 | Financials | 1.95% |
| 4 | Communication Services | 1.67% |
| 5 | Consumer Staples | 1.55% |
