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
$129M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.13M
3
+$6.44M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.59M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.82M

Top Sells

1
+$4.52M
2
+$2.12M
3
+$1.78M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.64M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.25M

Sector Composition

1 Consumer Discretionary 1.05%
2 Healthcare 0.67%
3 Technology 0.58%
4 Energy 0.34%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.31%
1,960
+11
27
$313K 0.24%
6,256
28
$275K 0.21%
1,901
29
$259K 0.2%
8,136
30
$223K 0.17%
2,189
-1,264
31
– –
-8,524
32
– –
-5,250
1
2