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
$153M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$3.12M
3
+$2.68M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.7M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.09M

Top Sells

1
+$8.58M
2
+$2.04M
3
+$1.01M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$268K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$195K

Sector Composition

1 Consumer Discretionary 0.8%
2 Healthcare 0.59%
3 Technology 0.55%
4 Energy 0.3%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$393K 0.26%
3,952
-1,963
27
$386K 0.25%
3,271
-432
28
$299K 0.2%
6,256
29
$289K 0.19%
1,901
30
$248K 0.16%
8,136
31
$217K 0.14%
2,414
-39
1
2