BDWM
Brewin Dolphin Wealth Management Portfolio holdings
AUM
$917M
This Quarter Return
+10.2%
1 Year Return
-12.35%
3 Year Return
+47.72%
5 Year Return
+88.18%
10 Year Return
–
AUM
$541M
AUM Growth
+$541M
(+16%)
Cap. Flow
+$42.6M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
60.65%
Holding
320
New
32
Increased
68
Reduced
59
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
$12.1M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$8.84M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$6.71M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$4.54M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$3.37M |
Top Sells
| 1 |
Booking.com
BKNG
|
$1.32M |
| 2 |
Citigroup
C
|
$1.18M |
| 3 |
TSMC
TSM
|
$956K |
| 4 |
Mondelez International
MDLZ
|
$279K |
| 5 |
Spotify
SPOT
|
$260K |
Sector Composition
| 1 | Financials | 18.89% |
| 2 | Technology | 12.29% |
| 3 | Healthcare | 9.3% |
| 4 | Communication Services | 6.7% |
| 5 | Consumer Staples | 5.51% |
