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BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.19B
1-Year Est. Return
18.56%
This Fund
S&P 500
1 Year Est. Return
+18.56%
AUM
$480M
AUM Growth
+$34.7M
(+7.8%)
Holding
738
Top Buys
| 1 | +$17.2M | |
| 2 | +$13.2M | |
| 3 | +$13.2M | |
| 4 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
+$13.1M |
| 5 |
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
|
+$8.23M |
Top Sells
| 1 | +$24.8M | |
| 2 | +$23.4M | |
| 3 | +$7.9M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$6.66M |
| 5 |
Invesco Preferred ETF
PGX
|
+$3.17M |
Sector Composition
| 1 | Financials | 2.98% |
| 2 | Technology | 2.97% |
| 3 | Materials | 2.71% |
| 4 | Healthcare | 2.45% |
| 5 | Industrials | 1.88% |