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
$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 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$1K ﹤0.01%
+23
702
$0 ﹤0.01%
+11
703
$0 ﹤0.01%
+246
704
$0 ﹤0.01%
+100
705
$0 ﹤0.01%
+348
706
$0 ﹤0.01%
+9
707
$0 ﹤0.01%
+25
708
$0 ﹤0.01%
+38
709
$0 ﹤0.01%
+15
710
$0 ﹤0.01%
+300
711
$0 ﹤0.01%
+11
712
$0 ﹤0.01%
+1
713
$0 ﹤0.01%
+299
714
$0 ﹤0.01%
+288
715
$0 ﹤0.01%
+40
716
$0 ﹤0.01%
+24
717
$0 ﹤0.01%
+500
718
$0 ﹤0.01%
+20
719
$0 ﹤0.01%
+7
720
$0 ﹤0.01%
+2
721
$0 ﹤0.01%
+25
722
0
723
$0 ﹤0.01%
+277
724
$0 ﹤0.01%
+9
725
$0 ﹤0.01%
+10