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
$383M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$1.87M
3
+$1.48M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.4M
5
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$653K

Top Sells

1
+$7.58M
2
+$1.94M
3
+$920K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$643K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$629K

Sector Composition

1 Technology 1.74%
2 Healthcare 1.73%
3 Consumer Discretionary 0.94%
4 Communication Services 0.53%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96.6K 0.03%
+162
52
$89.6K 0.02%
+1,783
53
$83.4K 0.02%
+758
54
$60.6K 0.02%
142
-243
55
$45.1K 0.01%
910
+530
56
$43.7K 0.01%
75
+31
57
$41.1K 0.01%
78
+21
58
$32K 0.01%
+123
59
$18.9K ﹤0.01%
76
+16
60
$10K ﹤0.01%
90
+40
61
$8.32K ﹤0.01%
24
+21
62
$5.76K ﹤0.01%
+20
63
– –
-1,842
1 2
3