OBWP

O'Brien Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.74M
3
+$5.67M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$5.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.34M

Top Sells

1
+$7.74M
2
+$3.49M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$528K

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
$212K 0.03%
3,054
+2,846
52
$186K 0.03%
1,279
+2
53
$185K 0.03%
1,041
+27
54
$169K 0.03%
2,130
-220
55
$164K 0.03%
1,038
-103
56
$138K 0.02%
742
-13
57
$123K 0.02%
1,734
+12
58
$116K 0.02%
388
+3
59
$111K 0.02%
432
-76
60
$107K 0.02%
787
+43
61
$96.8K 0.02%
676
-108
62
$86.8K 0.01%
+700
63
$76.9K 0.01%
713
-40
64
$75.8K 0.01%
+556
65
$70.3K 0.01%
+71
66
$51.8K 0.01%
1,197
+56
67
$36.6K 0.01%
47
-12
68
$34.7K 0.01%
+6
69
$33.2K 0.01%
129
-34
70
$31.6K 0.01%
89
-66
71
$30.9K ﹤0.01%
112
-96
72
$26K ﹤0.01%
+897
73
$25.1K ﹤0.01%
79
+18
74
$24K ﹤0.01%
77
-10
75
$19.6K ﹤0.01%
+37
1 2
3
4