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
101
$376K 0.03%
3,413
+6
102
$374K 0.02%
+1,553
103
$361K 0.02%
5,205
-765
104
$358K 0.02%
3,686
105
$357K 0.02%
3,000
106
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2,918
-325
107
$350K 0.02%
5,500
108
$348K 0.02%
1,775
109
$327K 0.02%
5,601
-17
110
$322K 0.02%
1,213
+6
111
$320K 0.02%
+3,859
112
$319K 0.02%
2,900
113
$311K 0.02%
+3,780
114
$310K 0.02%
6,937
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115
$309K 0.02%
+572
116
$307K 0.02%
8,520
-1,925
117
$305K 0.02%
19,000
118
$304K 0.02%
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-135
119
$301K 0.02%
+4,120
120
$299K 0.02%
2,100
121
$289K 0.02%
7,672
-290
122
$288K 0.02%
3,000
123
$287K 0.02%
13,425
124
$285K 0.02%
5,931
-60
125
$284K 0.02%
1,236
-152
3 4
5
6 7