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
151
$344K 0.02%
+1,186
152
$343K 0.02%
8,961
153
$340K 0.02%
2,295
-45,849
154
$339K 0.02%
5,205
155
$336K 0.02%
1,267
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156
$332K 0.02%
3,011
+43
157
$331K 0.02%
1,208
158
$325K 0.02%
1,627
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159
$323K 0.02%
4,120
160
$320K 0.02%
7,138
-15,283
161
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2,033
162
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6,172
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163
$316K 0.02%
3,859
164
$316K 0.02%
12,750
165
$312K 0.02%
3,585
166
$308K 0.02%
5,040
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167
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168
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169
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170
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171
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172
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2,096
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173
$293K 0.02%
6,350
174
$286K 0.02%
3,649
-1,250
175
$275K 0.02%
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