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
$134M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$4.64K
3
+$4K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3K
5
PRU icon
Prudential Financial
PRU
+$3K

Top Sells

1
+$2.81M
2
+$1.68M
3
+$1.35M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05M

Sector Composition

1 Healthcare 0.25%
2 Communication Services 0.19%
3 Technology 0.15%
4 Consumer Staples 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19K 0.01%
485
52
$17K 0.01%
7,462
53
$17K 0.01%
329
-493
54
$14K 0.01%
125
55
$12K 0.01%
200
56
$12K 0.01%
300
57
$12K 0.01%
232
-1,327
58
$11K 0.01%
100
-517
59
$10K 0.01%
146
-134
60
$9K 0.01%
91
-1,060
61
$8K 0.01%
185
-338
62
$8K 0.01%
174
63
$8K 0.01%
115
-265
64
$8K 0.01%
111
65
$7K 0.01%
168
+2
66
$7K 0.01%
150
-1,150
67
$7K 0.01%
152
+1
68
$6K ﹤0.01%
124
-27,904
69
$6K ﹤0.01%
112
+1
70
$6K ﹤0.01%
47
71
$4K ﹤0.01%
28
-1,229
72
$4K ﹤0.01%
38
73
$4K ﹤0.01%
75
-3
74
$4K ﹤0.01%
50
75
$4K ﹤0.01%
48
-213
1 2
3
4 5