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
$180M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$5.49M
3
+$2.27M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.42M
5
VT icon
Vanguard Total World Stock ETF
VT
+$162K

Top Sells

1
+$6.23M
2
+$2.96M
3
+$1.01M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$863K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$751K

Sector Composition

1 Consumer Discretionary 0.76%
2 Healthcare 0.57%
3 Technology 0.53%
4 Energy 0.22%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400K 0.22%
4,883
-413
27
$338K 0.19%
6,256
28
$314K 0.17%
1,888
29
$279K 0.15%
5,842
-130,455
30
$262K 0.15%
8,136
31
$223K 0.12%
2,481
+66
1
2