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
$1.81B
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$19.4M
3
+$11.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.64M
5
INMD icon
InMode
INMD
+$1.36M

Top Sells

1
+$36.8M
2
+$14.4M
3
+$14.1M
4
BABA icon
Alibaba
BABA
+$6.79M
5
NVDA icon
NVIDIA
NVDA
+$1.49M

Sector Composition

1 Technology 18.14%
2 Healthcare 17.64%
3 Financials 16.84%
4 Consumer Discretionary 14.72%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.12%
12,593
+1,976
52
$1.86M 0.1%
35,395
-132
53
$1.73M 0.1%
14,679
+1,138
54
$1.56M 0.09%
55,057
55
$1.56M 0.09%
72,012
-225
56
$1.46M 0.08%
8,686
+300
57
$1.44M 0.08%
34,276
58
$1.43M 0.08%
13,092
59
$1.39M 0.08%
32,409
+51
60
$1.34M 0.07%
22,726
-4,624
61
$1.33M 0.07%
4,062
+599
62
$1.28M 0.07%
8,516
-16
63
$1.22M 0.07%
42,847
-2,618
64
$1.22M 0.07%
11,267
-222
65
$1.21M 0.07%
4,662
66
$1.18M 0.07%
11,455
+2,328
67
$1.18M 0.07%
17,292
68
$1.16M 0.06%
3,247
+651
69
$1.12M 0.06%
2,497
+129
70
$1.12M 0.06%
7,607
-239
71
$1.08M 0.06%
3,847
+247
72
$1.07M 0.06%
4,162
73
$1.05M 0.06%
12,216
+933
74
$979K 0.05%
4,975
-159
75
$977K 0.05%
19,402
1 2
3
4 5