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
101
$670K 0.04%
8,920
-336
102
$664K 0.04%
3,421
+555
103
$646K 0.04%
13,320
104
$639K 0.04%
9,285
105
$615K 0.03%
38,438
+219
106
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1,845
+168
107
$590K 0.03%
10,144
-15
108
$584K 0.03%
2,653
109
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13,734
-13,654
110
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9,046
111
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1,736
112
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4,240
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113
$563K 0.03%
3,090
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114
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6,368
115
$543K 0.03%
11,695
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116
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8,504
117
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5,149
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118
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119
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9,171
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120
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20,589
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121
$508K 0.03%
10,929
+5,199
122
$501K 0.03%
2,963
123
$485K 0.03%
13,284
124
$483K 0.03%
6,172
125
$475K 0.03%
1,375
3 4
5
6 7