BOPW
Brandywine Oak Private Wealth Portfolio holdings
AUM
$1.08B
This Quarter Return
+6.43%
1 Year Return
+13.26%
3 Year Return
+43.5%
5 Year Return
+64.1%
10 Year Return
–
AUM
$598M
AUM Growth
+$598M
(+6.3%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
43.58%
Holding
275
New
22
Increased
96
Reduced
116
Closed
8
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.69M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$3.3M |
| 3 |
iShares Gold Trust
IAU
|
$3.24M |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.54M |
| 5 |
Schwab International Equity ETF
SCHF
|
$2.45M |
Top Sells
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Healthcare | 2.55% |
| 3 | Consumer Discretionary | 1.73% |
| 4 | Financials | 1.71% |
| 5 | Communication Services | 1.7% |
