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
76
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7,981
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77
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7,032
-64
78
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80
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89,100
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81
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6,336
82
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87
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96
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97
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13,603
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99
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3,201
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100
$385K 0.03%
+10,625
2 3
4
5 6