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
$140M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$1.67M
3
+$356K
4
VUG icon
Vanguard Growth ETF
VUG
+$350K
5
AMZN icon
Amazon
AMZN
+$341K

Top Sells

1
+$2.09M
2
+$793K
3
+$451K
4
IBM icon
IBM
IBM
+$302K
5
AWR icon
American States Water
AWR
+$270K

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 1.78%
3 Industrials 1.33%
4 Healthcare 1.15%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$375K 0.27%
8,136
27
$356K 0.25%
+5,906
28
$350K 0.25%
+1,892
29
$341K 0.24%
+3,580
30
$293K 0.21%
+2,433
31
$278K 0.2%
3,000
32
$276K 0.2%
3,890
-592
33
$272K 0.19%
2,888
-609
34
$254K 0.18%
782
+96
35
$253K 0.18%
+1,833
36
$244K 0.17%
+1,147
37
$244K 0.17%
3,204
38
$232K 0.17%
2,376
-1,268
39
$223K 0.16%
1,737
-2,355
40
$221K 0.16%
4,042
-1,290
41
$207K 0.15%
+860
42
$203K 0.15%
+5,497
43
$202K 0.14%
+3,376
44
$201K 0.14%
2,390
+6
45
– –
-3,000
46
– –
-2,455
1
2