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
726
$0 ﹤0.01%
+25
727
0
728
$0 ﹤0.01%
+299
729
$0 ﹤0.01%
+288
730
$0 ﹤0.01%
+8
731
$0 ﹤0.01%
+1
732
$0 ﹤0.01%
+37
733
$0 ﹤0.01%
+6
734
$0 ﹤0.01%
+7
735
$0 ﹤0.01%
+25
736
$0 ﹤0.01%
+9