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
151
$201K 0.01%
+3,437
152
$201K 0.01%
+478
153
$201K 0.01%
6,070
154
$191K 0.01%
23,159
-16,247
155
$146K 0.01%
10,000
156
$97K 0.01%
10,738
157
– –
-6,328
158
– –
-18,390
159
– –
-9,612
160
– –
-2,600
161
– –
-17,500
3 4 5 6
7