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
$510M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.4M
3
+$9.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.26M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.51M

Top Sells

1
+$20.9M
2
+$1.88M
3
+$932K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$363K
5
LFST icon
Lifestance Health
LFST
+$280K

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 0.68%
3 Healthcare 0.62%
4 Communication Services 0.39%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$127K 0.02%
1,763
-44
52
$121K 0.02%
598
53
$111K 0.02%
946
-690
54
$101K 0.02%
408
-237
55
$87.9K 0.02%
517
-9
56
$83.7K 0.02%
734
-7
57
$50.1K 0.01%
+1,117
58
$49.4K 0.01%
100
-11
59
$41.7K 0.01%
47
-5
60
$29.2K 0.01%
50
-7
61
$27.3K 0.01%
+145
62
$23.1K ﹤0.01%
190
-230
63
$10.3K ﹤0.01%
+193
64
$5.23K ﹤0.01%
+20
65
$5.19K ﹤0.01%
30
-20
66
$2.56K ﹤0.01%
+15
67
– –
-3
68
– –
-4
69
– –
-20
70
– –
-3
71
– –
-3
72
– –
-7
1 2
3