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
$317M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$8.96M
3
+$6.1M
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$4.59M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.07M

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$614K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$525K

Sector Composition

1 Healthcare 2.29%
2 Technology 1.78%
3 Consumer Discretionary 1.04%
4 Communication Services 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$396K 0.12%
1,759
27
$352K 0.11%
1,662
-490
28
$330K 0.1%
+5,320
29
$317K 0.1%
2,047
-688
30
$306K 0.1%
2,947
+103
31
$297K 0.09%
1,995
-620
32
$278K 0.09%
3,611
-99
33
$271K 0.09%
3,774
34
$269K 0.08%
1,783
35
$263K 0.08%
1,648
-80
36
$250K 0.08%
3,576
-1,443
37
$233K 0.07%
2,186
-82
38
$230K 0.07%
928
-368
39
$219K 0.07%
708
-51
40
$215K 0.07%
1,643
-16
41
$214K 0.07%
1,309
-47
42
$209K 0.07%
2,295
-246
43
$201K 0.06%
1,950
+260
44
$196K 0.06%
1,073
-311
45
$181K 0.06%
2,911
-1,660
46
$176K 0.06%
1,537
-4
47
$158K 0.05%
1,442
-564
48
$155K 0.05%
1,495
+17
49
$145K 0.05%
398
-8
50
$132K 0.04%
594
-133
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