OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$637M
1-Year Est. Return
10.38%
1 Year Est. Return
+10.38%
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 | |
|---|---|---|---|---|---|---|
76
Mastercard
MA
$513B
| $12.4K | ﹤0.01% |
22
-87
|
|
||
77
Netflix
NFLX
$511B
| $12.1K | ﹤0.01% |
9
+2
|
|
||
78
Amphenol
APH
$153B
| $11.8K | ﹤0.01% |
120
+100
|
|
||
79
Eaton
ETN
$146B
| $9.28K | ﹤0.01% |
+26
|
|
||
80
Home Depot
HD
$387B
| $5.87K | ﹤0.01% |
16
+7
|
|
||
81
Oracle
ORCL
$866B
| $4.15K | ﹤0.01% |
+19
|
|
||
82
Intuit
INTU
$183B
| $3.15K | ﹤0.01% |
+4
|
|
||
83
Applied Materials
AMAT
$181B
| $2.01K | ﹤0.01% |
+11
|
|
||
84
Automatic Data Processing
ADP
$116B
| $1.23K | ﹤0.01% |
+4
|
|
||
85
Aflac
AFL
$59.6B
| $1.05K | ﹤0.01% |
+10
|
|
||
86
NextEra Energy
NEE
$177B
| $1.04K | ﹤0.01% |
15
+5
|
|
||
87
Amgen
AMGN
$158B
| $558 | ﹤0.01% |
2
-3
|
|
||
88
PepsiCo
PEP
$207B
| – | – |
-652
|
|