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
$134M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$4.64K
3
+$4K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3K
5
PRU icon
Prudential Financial
PRU
+$3K

Top Sells

1
+$2.81M
2
+$1.68M
3
+$1.35M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05M

Sector Composition

1 Healthcare 0.25%
2 Communication Services 0.19%
3 Technology 0.15%
4 Consumer Staples 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$144K 0.11%
1,399
-238
27
$136K 0.1%
1,742
-1,091
28
$132K 0.1%
1,925
29
$112K 0.08%
608
-92
30
$108K 0.08%
1,920
-740
31
$81K 0.06%
1,000
-1
32
$75K 0.06%
1,285
33
$66K 0.05%
847
34
$63K 0.05%
755
35
$59K 0.04%
359
-123
36
$52K 0.04%
940
-320
37
$50K 0.04%
994
-1,678
38
$47K 0.04%
760
39
$44K 0.03%
800
40
$43K 0.03%
288
41
$42K 0.03%
713
-1,250
42
$40K 0.03%
378
43
$40K 0.03%
711
-294
44
$36K 0.03%
300
45
$32K 0.02%
2,500
46
$31K 0.02%
310
-470
47
$27K 0.02%
454
48
$26K 0.02%
400
49
$21K 0.02%
420
50
$21K 0.02%
600
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