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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
-3.48%
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
$349M
AUM Growth
+$8.88M
(+2.6%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
6.22%
Top 10 Holdings %
Top 10 Hldgs %
89.25%
Holding
59
New
2
Increased
18
Reduced
14
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.38M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.03M |
| 3 |
Lifestance Health
LFST
|
+$833K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$283K |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$274K |
Sector Composition
| 1 | Healthcare | 1.67% |
| 2 | Technology | 1.61% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Communication Services | 0.51% |
| 5 | Industrials | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$386B
| $28.7K | 0.01% |
57
| – | – |
|
52
Eli Lilly
LLY
$1.03T
| $23.6K | 0.01% |
+44
| New | +$22.7K |
|
53
NVIDIA
NVDA
$5.14T
| $16.5K | ﹤0.01% |
380
+40
| +12% | +$1.79K |
|
54
Tesla
TSLA
$1.49T
| $15K | ﹤0.01% |
60
| – | – |
|
55
Broadcom
AVGO
$1.88T
| $4.15K | ﹤0.01% |
50
| – | – |
|
56
Home Depot
HD
$338B
| $906 | ﹤0.01% |
3
| – | – |
|
57
Abbott
ABT
$156B
| – | – |
-747
| Closed | -$81.4K |
|
58
iShares MSCI ACWI ETF
ACWI
$33.2B
| – | – |
-2,447
| Closed | -$235K |
|
|
59
iShares Core US Aggregate Bond ETF
AGG
$138B
| – | – |
-95,794
| Closed | -$9.38M |
|
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