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
$167M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.46M
3
+$2.53M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.23M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.04M

Top Sells

1
+$2.87M
2
+$1.69M
3
+$599K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$393K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$313K

Sector Composition

1 Consumer Discretionary 0.77%
2 Healthcare 0.55%
3 Technology 0.51%
4 Energy 0.29%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$430K 0.26%
8,013
+36
27
$422K 0.25%
1,889
-27
28
$304K 0.18%
6,256
29
$300K 0.18%
1,888
-13
30
$244K 0.15%
8,136
31
$203K 0.12%
2,415
+1
32
– –
-3,952
1
2