OBWP

O'Brien Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.57M
3
+$9.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.73M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.68M

Top Sells

1
+$9.38M
2
+$1.03M
3
+$833K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$283K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$274K

Sector Composition

1 Healthcare 1.67%
2 Technology 1.61%
3 Consumer Discretionary 0.91%
4 Communication Services 0.51%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$413K 0.12%
2,356
+3
27
$336K 0.1%
2,565
-231
28
$321K 0.09%
2,059
+3
29
$292K 0.08%
3,566
30
$291K 0.08%
1,997
-1
31
$261K 0.07%
3,774
32
$256K 0.07%
2,179
+5
33
$248K 0.07%
708
34
$248K 0.07%
3,576
35
$246K 0.07%
1,648
36
$245K 0.07%
1,242
-178
37
$236K 0.07%
1,855
38
$232K 0.07%
1,653
+15
39
$219K 0.06%
2,132
40
$207K 0.06%
3,613
+3
41
$191K 0.05%
1,446
42
$188K 0.05%
1,113
43
$177K 0.05%
1,047
44
$177K 0.05%
1,533
45
$163K 0.05%
2,913
+1
46
$152K 0.04%
385
47
$141K 0.04%
586
-1
48
$128K 0.04%
418
49
$121K 0.03%
836
+18
50
$61.1K 0.02%
1,842
-58
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