OBWP

O'Brien Wealth Partners Portfolio holdings

AUM $738M
1-Year Est. Return 11.5%
This Quarter Est. Return
1 Year Est. Return
+11.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$15.8M
3
+$12.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.1M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.24%
2 Healthcare 0.86%
3 Technology 0.69%
4 Energy 0.4%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.24%
+1,901
27
$242K 0.24%
+8,136
28
$201K 0.2%
+5,250
1
2