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
$288M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.65M
3
+$753K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$463K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$426K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$625K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$489K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$487K

Sector Composition

1 Technology 2.07%
2 Consumer Discretionary 1.26%
3 Communication Services 0.87%
4 Industrials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$435K 0.15%
961
+275
27
$426K 0.15%
+3,987
28
$334K 0.12%
2,089
-364
29
$309K 0.11%
4,665
+1,131
30
$294K 0.1%
4,870
31
$286K 0.1%
1,783
32
$264K 0.09%
1,900
-2,640
33
$245K 0.09%
+1,708
34
$232K 0.08%
+515
35
$230K 0.08%
2,869
-154
36
$215K 0.07%
1,570
-71
37
$211K 0.07%
1,524
+26
38
$208K 0.07%
646
+8
39
$206K 0.07%
+2,289
40
$199K 0.07%
1,644
-3
41
$184K 0.06%
1,346
+46
42
$179K 0.06%
+2,895
43
$176K 0.06%
+1,365
44
$174K 0.06%
+1,979
45
$167K 0.06%
2,172
46
$156K 0.05%
451
+4
47
$141K 0.05%
904
-76
48
$140K 0.05%
374
+18
49
$132K 0.05%
2,545
+571
50
$98K 0.03%
2,018
-82
1
2
3