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
$340M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.64M
3
+$861K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$747K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$743K

Top Sells

1
+$330K
2
+$240K
3
+$230K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$175K
5
AAPL icon
Apple
AAPL
+$116K

Sector Composition

1 Healthcare 2.49%
2 Technology 1.84%
3 Consumer Discretionary 1.05%
4 Communication Services 0.51%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81.4K 0.02%
+747
52
$69.7K 0.02%
1,900
-58
53
$27.4K 0.01%
57
-21
54
$15.7K ﹤0.01%
+60
55
$14.4K ﹤0.01%
340
-390
56
$4.34K ﹤0.01%
+50
57
$932 ﹤0.01%
3
-11
58
– –
-928
59
– –
-5,320
1 2
3