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
$361M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$24.4M
3 +$20.2M
4
GLD icon
SPDR Gold Trust
GLD
+$19.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.76%
2 Financials 12.2%
3 Communication Services 9.45%
4 Materials 8.7%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$24K 0.01%
+315
177
$24K 0.01%
+485
178
$23K 0.01%
+473
179
$23K 0.01%
+2,500
180
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+950
181
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+1,000
182
$23K 0.01%
+230
183
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+2,166
184
$23K 0.01%
+652
185
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+200
186
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+465
187
$22K 0.01%
+850
188
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+867
189
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190
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$21K 0.01%
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192
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194
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195
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197
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198
$21K 0.01%
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199
$20K 0.01%
+349
200
$19K 0.01%
+231