BDWM
Brewin Dolphin Wealth Management Portfolio holdings
AUM
$917M
This Quarter Return
-3.42%
1 Year Return
-12.35%
3 Year Return
+47.72%
5 Year Return
+88.18%
10 Year Return
–
AUM
$894M
AUM Growth
+$894M
(-3.7%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
394
New
70
Increased
69
Reduced
54
Closed
17
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$3M |
| 2 |
Amazon
AMZN
|
$2.55M |
| 3 |
Texas Instruments
TXN
|
$2.36M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.12M |
| 5 |
Autodesk
ADSK
|
$1.9M |
Top Sells
| 1 |
Teladoc Health
TDOC
|
$1.33M |
| 2 |
Pinterest
PINS
|
$772K |
| 3 |
Alibaba
BABA
|
$607K |
| 4 |
Apple
AAPL
|
$601K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$559K |
Sector Composition
| 1 | Financials | 24.11% |
| 2 | Technology | 13.79% |
| 3 | Healthcare | 7.92% |
| 4 | Communication Services | 7.79% |
| 5 | Consumer Staples | 5.28% |
