OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.01B
1-Year Est. Return 17.83%
This Quarter Est. Return
1 Year Est. Return
+17.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$34.9M
3
+$5.12M
4
MYFW icon
First Western Financial
MYFW
+$715K
5
AAPL icon
Apple
AAPL
+$711K

Top Sells

1
+$11.9M
2
+$10.6M
3
+$7.55M
4
DLB icon
Dolby
DLB
+$2.42M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.97M

Sector Composition

1 Consumer Discretionary 19.95%
2 Financials 18.37%
3 Technology 15.34%
4 Healthcare 14.55%
5 Industrials 12.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.11%
8,121
-170
52
$1.59M 0.11%
25,718
-1,700
53
$1.5M 0.1%
10,802
-37
54
$1.44M 0.1%
6,108
-1,812
55
$1.39M 0.09%
19,543
56
$1.38M 0.09%
3,695
+92
57
$1.37M 0.09%
10,775
-1,212
58
$1.24M 0.08%
24,896
-6,705
59
$1.24M 0.08%
57,049
-6,215
60
$1.23M 0.08%
13,339
+1,713
61
$1.07M 0.07%
19,370
-350
62
$980K 0.07%
3,661
63
$957K 0.06%
18,526
+1,059
64
$899K 0.06%
8,210
+50
65
$890K 0.06%
14,398
66
$861K 0.06%
3,624
-120
67
$811K 0.05%
20,946
+150
68
$753K 0.05%
20,469
+1,861
69
$722K 0.05%
4,740
70
$719K 0.05%
6,711
+165
71
$719K 0.05%
7,857
72
$707K 0.05%
5,597
73
$674K 0.04%
1,788
-4
74
$631K 0.04%
10,744
+524
75
$626K 0.04%
7,243
+2,300
1 2
3
4 5