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
701
$1K ﹤0.01%
+54
702
$0 ﹤0.01%
+348
703
$0 ﹤0.01%
+100
704
$0 ﹤0.01%
+246
705
$0 ﹤0.01%
+11
706
$0 ﹤0.01%
+266
707
$0 ﹤0.01%
+40
708
$0 ﹤0.01%
+24
709
$0 ﹤0.01%
+10
710
$0 ﹤0.01%
+7
711
$0 ﹤0.01%
+10
712
$0 ﹤0.01%
+9
713
$0 ﹤0.01%
+277
714
$0 ﹤0.01%
+22
715
$0 ﹤0.01%
+2,685
716
$0 ﹤0.01%
+12
717
$0 ﹤0.01%
+38
718
$0 ﹤0.01%
+15
719
$0 ﹤0.01%
+300
720
$0 ﹤0.01%
+11
721
$0 ﹤0.01%
+1
722
$0 ﹤0.01%
+500
723
$0 ﹤0.01%
+20
724
$0 ﹤0.01%
+7
725
$0 ﹤0.01%
+2