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
$154M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$1.79M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
XOM icon
Exxon Mobil
XOM
+$846K

Top Sells

1
+$15.6M
2
+$7.08M
3
+$2.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$795K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$478K

Sector Composition

1 Technology 1.77%
2 Consumer Discretionary 1.22%
3 Healthcare 1.05%
4 Industrials 0.98%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$123K 0.08%
+1,840
52
$121K 0.08%
1,963
+1,250
53
$97K 0.06%
2,200
+2,026
54
$95K 0.06%
+1,758
55
$83K 0.05%
806
-593
56
$82K 0.05%
+497
57
$81K 0.05%
729
+707
58
$80K 0.05%
454
+95
59
$78K 0.05%
1,649
+1,417
60
$75K 0.05%
1,260
+320
61
$75K 0.05%
+5,000
62
$72K 0.05%
847
63
$72K 0.05%
1,285
64
$71K 0.05%
+970
65
$70K 0.05%
617
+317
66
$69K 0.04%
+734
67
$69K 0.04%
617
+517
68
$67K 0.04%
770
+15
69
$56K 0.04%
+3,218
70
$54K 0.04%
+734
71
$54K 0.04%
+3,017
72
$51K 0.03%
760
73
$51K 0.03%
+839
74
$50K 0.03%
800
75
$50K 0.03%
+451
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3
4 5