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
$637M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.74M
3
+$5.67M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$5.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.34M

Top Sells

1
+$7.74M
2
+$3.49M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$528K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 0.55%
3 Financials 0.37%
4 Healthcare 0.31%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.23%
+2
27
$1.12M 0.18%
216,371
28
$958K 0.15%
7,058
+37
29
$957K 0.15%
10,190
30
$930K 0.15%
1,869
-426
31
$754K 0.12%
1,215
32
$724K 0.11%
5,720
33
$558K 0.09%
2,345
+4
34
$533K 0.08%
862
-6
35
$509K 0.08%
1,498
36
$507K 0.08%
1,721
37
$461K 0.07%
2,547
38
$447K 0.07%
2,534
-109
39
$400K 0.06%
542
-855
40
$382K 0.06%
6,043
-133,037
41
$382K 0.06%
2,498
-23
42
$346K 0.05%
1,192
+11
43
$328K 0.05%
3,676
44
$321K 0.05%
661
-15
45
$317K 0.05%
23,571
46
$303K 0.05%
1,383
+55
47
$273K 0.04%
1,200
48
$240K 0.04%
2,420
-209
49
$223K 0.04%
1,402
+25
50
$212K 0.03%
+566
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