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
$189M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$1.78M
3
+$1.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.33M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$259K

Top Sells

1
+$1.71M
2
+$873K
3
+$790K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$568K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$486K

Sector Composition

1 Consumer Discretionary 0.86%
2 Healthcare 0.57%
3 Technology 0.56%
4 Energy 0.22%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$379K 0.2%
6,256
27
$286K 0.15%
5,842
28
$278K 0.15%
1,888
29
$271K 0.14%
8,136
30
$259K 0.14%
+2,446
31
$240K 0.13%
+3,419
32
$229K 0.12%
+942
33
$211K 0.11%
2,417
-64
34
– –
-16,910
1
2