OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.13B
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$26.8M
3
+$24.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.74M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.03M

Top Sells

1
+$21.5M
2
+$17.6M
3
+$13.8M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$2.87M

Sector Composition

1 Technology 22.65%
2 Financials 16.32%
3 Consumer Discretionary 10.06%
4 Communication Services 8.88%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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254
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255
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257
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258
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260
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261
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