OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$738M
1-Year Est. Return
11.5%
1 Year Est. Return
+11.5%
AUM
$637M
AUM Growth
+$100M
(+19%)
Holding
88
Top Buys
| 1 | +$51.7M | |
| 2 | +$8.47M | |
| 3 | +$6.02M | |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$5.82M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.61M |
Top Sells
| 1 | +$8.4M | |
| 2 | +$3.77M | |
| 3 | +$878K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$715K |
| 5 |
Meta Platforms (Facebook)
META
|
+$632K |
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Consumer Discretionary | 0.55% |
| 3 | Financials | 0.37% |
| 4 | Healthcare | 0.31% |
| 5 | Communication Services | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$307B
| $212K | 0.03% |
3,054
+2,846
|
|
||
52
Paychex
PAYX
$40.3B
| $186K | 0.03% |
1,279
+2
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.34T
| $185K | 0.03% |
1,041
+27
|
|
||
54
Merck
MRK
$231B
| $169K | 0.03% |
2,130
-220
|
|
||
55
NVIDIA
NVDA
$4.63T
| $164K | 0.03% |
1,038
-103
|
|
||
56
AbbVie
ABBV
$411B
| $138K | 0.02% |
742
-13
|
|
||
57
Coca-Cola
KO
$306B
| $123K | 0.02% |
1,734
+12
|
|
||
58
Accenture
ACN
$152B
| $116K | 0.02% |
388
+3
|
|
||
59
Norfolk Southern
NSC
$63.7B
| $111K | 0.02% |
432
-76
|
|
||
60
Abbott
ABT
$227B
| $107K | 0.02% |
787
+43
|
|
||
61
Chevron
CVX
$315B
| $96.8K | 0.02% |
676
-108
|
|
||
62
Walt Disney
DIS
$189B
| $86.8K | 0.01% |
+700
|
|
||
63
Exxon Mobil
XOM
$503B
| $76.9K | 0.01% |
713
-40
|
|
||
64
Palantir
PLTR
$415B
| $75.8K | 0.01% |
+556
|
|
||
65
Costco
COST
$409B
| $70.3K | 0.01% |
+71
|
|
||
66
Verizon
VZ
$173B
| $51.8K | 0.01% |
1,197
+56
|
|
||
67
Eli Lilly
LLY
$918B
| $36.6K | 0.01% |
47
-12
|
|
||
68
Booking.com
BKNG
$163B
| $34.7K | 0.01% |
+6
|
|
||
69
GE Aerospace
GE
$322B
| $33.2K | 0.01% |
129
-34
|
|
||
70
Visa
V
$637B
| $31.6K | 0.01% |
89
-66
|
|
||
71
Broadcom
AVGO
$1.62T
| $30.9K | ﹤0.01% |
112
-96
|
|
||
72
AT&T
T
$181B
| $26K | ﹤0.01% |
+897
|
|
||
73
Tesla
TSLA
$1.34T
| $25.1K | ﹤0.01% |
79
+18
|
|
||
74
UnitedHealth
UNH
$292B
| $24K | ﹤0.01% |
77
-10
|
|
||
75
GE Vernova
GEV
$157B
| $19.6K | ﹤0.01% |
+37
|
|