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
$252M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$323K
3
+$306K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$232K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$224K

Top Sells

1
+$1.73M
2
+$1.03M
3
+$381K
4
AMAT icon
Applied Materials
AMAT
+$211K
5
CATC
CAMBRIDGE BANCORP
CATC
+$206K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 1.35%
3 Communication Services 0.83%
4 Healthcare 0.42%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$380K 0.15%
+2,478
27
$369K 0.15%
2,374
+285
28
$344K 0.14%
5,019
-948
29
$318K 0.13%
3,310
-677
30
$257K 0.1%
4,665
31
$254K 0.1%
3,004
+135
32
$251K 0.1%
2,220
+320
33
$249K 0.1%
4,870
34
$242K 0.1%
1,520
+174
35
$241K 0.1%
1,783
36
$224K 0.09%
+4,439
37
$218K 0.09%
1,625
+55
38
$207K 0.08%
663
+17
39
$205K 0.08%
515
40
$202K 0.08%
1,680
+36
41
$198K 0.08%
2,254
+82
42
$192K 0.08%
1,572
+668
43
$191K 0.08%
1,719
+11
44
$179K 0.07%
1,976
-3
45
$176K 0.07%
2,730
-165
46
$156K 0.06%
1,457
+92
47
$145K 0.06%
2,973
+428
48
$136K 0.05%
474
+23
49
$125K 0.05%
382
+8
50
$118K 0.05%
2,742
+724
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