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
$288M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.65M
3
+$753K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$463K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$426K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$625K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$489K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$487K

Sector Composition

1 Technology 2.07%
2 Consumer Discretionary 1.26%
3 Communication Services 0.87%
4 Industrials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95K 0.03%
+555
52
$42K 0.01%
86
+64
53
$28K 0.01%
90
-30
54
$14K ﹤0.01%
+550
55
$10K ﹤0.01%
27
+1
56
– –
-2,126
1 2
3