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
$555M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.25M
3
+$6.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.44M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$4.08M

Top Sells

1
+$737K
2
+$403K
3
+$379K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$279K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$191K

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 0.6%
3 Healthcare 0.44%
4 Communication Services 0.36%
5 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$718K 0.13%
1,220
27
$665K 0.12%
2,860
+1,077
28
$552K 0.1%
942
-476
29
$536K 0.1%
1,272
30
$507K 0.09%
1,574
31
$497K 0.09%
2,341
32
$465K 0.08%
2,578
-250
33
$421K 0.08%
2,222
+1
34
$385K 0.07%
23,571
-6,993
35
$373K 0.07%
1,695
+10
36
$347K 0.06%
2,400
-30
37
$346K 0.06%
+642
38
$295K 0.05%
650
39
$280K 0.05%
3,676
40
$255K 0.05%
+4,605
41
$255K 0.05%
2,629
+634
42
$253K 0.05%
1,200
43
$240K 0.04%
1,094
44
$222K 0.04%
924
-116
45
$221K 0.04%
1,160
46
$216K 0.04%
901
-88
47
$209K 0.04%
2,100
48
$201K 0.04%
1,197
-59
49
$179K 0.03%
1,277
-173
50
$135K 0.02%
385
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