BOPW

Brandywine Oak Private Wealth Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.2%
This Fund
S&P 500
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 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
+25
727
$0 ﹤0.01%
+9
728
$0 ﹤0.01%
+348
729
$0 ﹤0.01%
+100
730
$0 ﹤0.01%
+246
731
$0 ﹤0.01%
+11
732
$0 ﹤0.01%
+266
733
$0 ﹤0.01%
+9
734
$0 ﹤0.01%
+277
735
$0 ﹤0.01%
+22
736
$0 ﹤0.01%
+2,685