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
$510M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.4M
3
+$9.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.26M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.51M

Top Sells

1
+$20.9M
2
+$1.88M
3
+$932K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$363K
5
LFST icon
Lifestance Health
LFST
+$280K

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 0.68%
3 Healthcare 0.62%
4 Communication Services 0.39%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$704K 0.14%
1,220
27
$547K 0.11%
1,272
-80
28
$539K 0.11%
2,341
-9
29
$495K 0.1%
1,574
30
$486K 0.1%
2,828
-52
31
$403K 0.08%
1,783
32
$394K 0.08%
2,430
+516
33
$379K 0.07%
+777
34
$373K 0.07%
1,685
+3
35
$368K 0.07%
2,221
-62
36
$319K 0.06%
30,564
-8,750
37
$309K 0.06%
3,676
-159
38
$299K 0.06%
650
-13
39
$247K 0.05%
+1,040
40
$241K 0.05%
1,200
41
$238K 0.05%
2,100
-20
42
$218K 0.04%
1,256
-84
43
$208K 0.04%
989
-28
44
$204K 0.04%
1,094
-165
45
$202K 0.04%
+1,995
46
$195K 0.04%
1,450
47
$194K 0.04%
1,160
48
$156K 0.03%
1,057
-15
49
$145K 0.03%
734
-14
50
$136K 0.03%
385
-6
1
2
3