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
$737M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.48M
3
+$5.81M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.57M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.54M

Top Sells

1
+$8.66M
2
+$2.26M
3
+$1.96M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.4M

Sector Composition

1 Technology 4.3%
2 Healthcare 3.15%
3 Financials 2.11%
4 Consumer Staples 1.86%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
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