BDWM
Brewin Dolphin Wealth Management Portfolio holdings
AUM
$917M
This Quarter Return
+9.3%
1 Year Return
-12.35%
3 Year Return
+47.72%
5 Year Return
+88.18%
10 Year Return
–
AUM
$928M
AUM Growth
+$928M
(+5.8%)
Cap. Flow
-$18.6M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
55.65%
Holding
347
New
14
Increased
50
Reduced
74
Closed
23
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.02M |
| 2 |
Autodesk
ADSK
|
$1.67M |
| 3 |
PayPal
PYPL
|
$1.26M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.18M |
| 5 |
Intercontinental Exchange
ICE
|
$1.07M |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$16M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.87M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$2.62M |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$1.74M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56M |
Sector Composition
| 1 | Financials | 21.56% |
| 2 | Technology | 14.34% |
| 3 | Healthcare | 8.85% |
| 4 | Communication Services | 8.22% |
| 5 | Consumer Staples | 5.56% |
