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OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$756M
1-Year Est. Return
13.93%
This Fund
S&P 500
This Quarter
Est. Return
-6.14%
1 Year Est. Return
+13.93%
3 Year Est. Return
+56.71%
5 Year Est. Return
+45.57%
10 Year Est. Return
+142.55%
AUM
$252M
AUM Growth
-$36.2M
(-13%)
Cap. Flow
-$1.16M
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
94.13%
Holding
57
New
2
Increased
33
Reduced
12
Closed
3
Top Buys
Top Sells
| 1 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$1.83M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.17M |
| 3 |
iShares Russell 3000 ETF
IWV
|
+$430K |
| 4 |
Applied Materials
AMAT
|
+$211K |
| 5 |
CATC
CAMBRIDGE BANCORP
CATC
|
+$206K |
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Consumer Discretionary | 1.35% |
| 3 | Communication Services | 0.83% |
| 4 | Healthcare | 0.42% |
| 5 | Industrials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$185B
| $96K | 0.04% |
560
+5
| +0.9% | +$839 |
|
52
UnitedHealth
UNH
$386B
| $92K | 0.04% |
189
+103
| +120% | +$49.7K |
|
53
Tesla
TSLA
$1.49T
| $30K | 0.01% |
114
+24
| +27% | +$7.47K |
|
54
Home Depot
HD
$337B
| $18K | 0.01% |
62
+35
| +130% | +$12.1K |
|
|
55
Applied Materials
AMAT
$473B
| – | – |
-1,524
| Closed | -$211K |
|
56
NVIDIA
NVDA
$5.13T
| – | – |
-550
| Closed | -$14K |
|
|
CATC
57
DELISTED
CAMBRIDGE BANCORP
CATC
| – | – |
-2,289
| Closed | -$206K |
|
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