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
$143M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.18M
3
+$2.93M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.74M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.41M

Top Sells

1
+$2.8M
2
+$861K
3
+$522K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$478K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$374K

Sector Composition

1 Consumer Discretionary 0.89%
2 Healthcare 0.64%
3 Technology 0.52%
4 Energy 0.35%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$392K 0.27%
1,870
-90
27
$290K 0.2%
8,136
28
$289K 0.2%
6,256
29
$276K 0.19%
1,901
30
$274K 0.19%
2,605
+416
31
$208K 0.15%
+2,453
1
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