BDWM

Brewin Dolphin Wealth Management Portfolio holdings

AUM $917M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$10.9M
3
+$9.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.83%
2 Consumer Staples 17.62%
3 Healthcare 16.97%
4 Technology 10.71%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.8K ﹤0.01%
+40
152
$1.47K ﹤0.01%
+67
153
$1.16K ﹤0.01%
+50
154
$899 ﹤0.01%
+21
155
$594 ﹤0.01%
+27
156
– –
0
157
– –
0
3 4 5 6
7