BDWM
Brewin Dolphin Wealth Management Portfolio holdings
AUM
$917M
This Quarter Return
+21.44%
1 Year Return
-12.35%
3 Year Return
+47.72%
5 Year Return
+88.18%
10 Year Return
–
AUM
$468M
AUM Growth
+$468M
(+152%)
Cap. Flow
+$249M
Cap. Flow
% of AUM
53.18%
Top 10 Holdings %
Top 10 Hldgs %
58.28%
Holding
295
New
92
Increased
78
Reduced
20
Closed
7
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$49.3M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$33.4M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$28.1M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$17.6M |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
$15.3M |
Top Sells
| 1 |
Verizon
VZ
|
$464K |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$310K |
| 3 |
Gilead Sciences
GILD
|
$275K |
| 4 |
iShares Select Dividend ETF
DVY
|
$270K |
| 5 |
Exxon Mobil
XOM
|
$174K |
Sector Composition
| 1 | Financials | 18.49% |
| 2 | Technology | 12.8% |
| 3 | Healthcare | 10.1% |
| 4 | Communication Services | 7.17% |
| 5 | Consumer Staples | 5.73% |
