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
$252M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$323K
3
+$306K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$232K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$224K

Top Sells

1
+$1.73M
2
+$1.03M
3
+$381K
4
AMAT icon
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
$96K 0.04%
560
+5
52
$92K 0.04%
189
+103
53
$30K 0.01%
114
+24
54
$18K 0.01%
62
+35
55
– –
-1,524
56
– –
-550
57
– –
-2,289
1 2
3