BOPW

Brandywine Oak Private Wealth Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.2%
This Quarter Est. Return
1 Year Est. Return
+14.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.28%
2 Technology 3.09%
3 Healthcare 2.83%
4 Materials 2.75%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K ﹤0.01%
+458
527
$8K ﹤0.01%
+770
528
$8K ﹤0.01%
+415
529
$8K ﹤0.01%
+200
530
$7K ﹤0.01%
+136
531
$7K ﹤0.01%
+8
532
$7K ﹤0.01%
+200
533
$7K ﹤0.01%
+191
534
$7K ﹤0.01%
+84
535
$7K ﹤0.01%
+500
536
$7K ﹤0.01%
+46
537
$7K ﹤0.01%
+77
538
$7K ﹤0.01%
+68
539
$7K ﹤0.01%
+160
540
$7K ﹤0.01%
+396
541
$7K ﹤0.01%
+406
542
$6K ﹤0.01%
+56
543
$6K ﹤0.01%
+42
544
$6K ﹤0.01%
+353
545
$6K ﹤0.01%
+422
546
$6K ﹤0.01%
+150
547
$6K ﹤0.01%
+400
548
$6K ﹤0.01%
+312
549
$6K ﹤0.01%
+225
550
$6K ﹤0.01%
+163