BDWM

Brewin Dolphin Wealth Management Portfolio holdings

AUM $917M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
-12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$819K
3
+$579K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$515K
5
V icon
Visa
V
+$455K

Top Sells

1
+$627K
2
+$539K
3
+$393K
4
VZ icon
Verizon
VZ
+$365K
5
TDOC icon
Teladoc Health
TDOC
+$251K

Sector Composition

1 Financials 18.78%
2 Technology 15.87%
3 Healthcare 15.68%
4 Consumer Staples 11.59%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.8K 0.01%
+264
152
$17.8K 0.01%
920
+360
153
$17.6K 0.01%
1,233
154
$17.2K 0.01%
+120
155
$16.1K 0.01%
300
-500
156
$15.1K 0.01%
516
157
$15.1K 0.01%
1,000
158
$14.9K 0.01%
250
+165
159
$14.8K 0.01%
+1,215
160
$14.3K 0.01%
+100
161
$13.9K 0.01%
110
162
$13.7K 0.01%
90
163
$13.1K 0.01%
+960
164
$12.7K 0.01%
750
-340
165
$12.6K 0.01%
200
166
$12.6K 0.01%
90
167
$12.5K 0.01%
+733
168
$12.2K 0.01%
185
169
$11.8K 0.01%
+375
170
$10.6K 0.01%
+300
171
$9K ﹤0.01%
695
172
$8.72K ﹤0.01%
160
173
$8.67K ﹤0.01%
400
174
$8.12K ﹤0.01%
335
175
$7.98K ﹤0.01%
508
-1,000
5 6
7
8 9