OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.13B
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
+18.35%
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
126
$472K 0.03%
7,581
127
$460K 0.03%
6,819
128
$458K 0.03%
546
+119
129
$432K 0.02%
11,121
130
$432K 0.02%
7,937
+800
131
$431K 0.02%
7,085
132
$424K 0.02%
2,837
-200
133
$424K 0.02%
2,575
134
$421K 0.02%
3,618
+543
135
$404K 0.02%
+2,985
136
$392K 0.02%
19,304
+3,565
137
$390K 0.02%
2,845
138
$381K 0.02%
2,995
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139
$377K 0.02%
5,625
140
$370K 0.02%
4,486
141
$363K 0.02%
3,780
142
$362K 0.02%
8,000
143
$362K 0.02%
4,971
144
$359K 0.02%
2,508
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145
$358K 0.02%
13,108
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146
$358K 0.02%
+1,221
147
$355K 0.02%
+825
148
$355K 0.02%
2,100
149
$353K 0.02%
3,023
150
$352K 0.02%
19,000
4 5
6
7 8