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
176
$272K 0.02%
1,100
177
$270K 0.01%
500
178
$267K 0.01%
+2,745
179
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3,000
180
$258K 0.01%
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181
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182
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183
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184
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185
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629
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186
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+11,637
187
$241K 0.01%
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188
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189
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190
$232K 0.01%
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191
$231K 0.01%
4,615
192
$229K 0.01%
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193
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194
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195
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1,091
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196
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197
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2,649
198
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1,000
199
$225K 0.01%
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200
$223K 0.01%
617
5 6 7
8
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