OBWP
O'Brien Wealth Partners Portfolio holdings
AUM $537M
AUM
$537M
AUM Growth
-$17.9M (-3%)
Cap. Flow
-$2.33M
Cap. Flow % of AUM
-0.43%
Top 10 Holdings %Top 10 Hldgs %
74.93%
Holding
76
New
9
Increased
28
Reduced
23
Closed
4
Top Buys
| 1 | $7.41M | |
| 2 | $1.15M | |
| 3 | $384K | |
| 4 | $289K | |
| 5 | $249K |
Top Sells
| 1 | $6.54M | |
| 2 | $2.19M | |
| 3 | $983K | |
| 4 | $739K | |
| 5 | $615K |
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Consumer Discretionary | 0.67% |
| 3 | Healthcare | 0.45% |
| 4 | Communication Services | 0.32% |
| 5 | Financials | 0.14% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -924 | Closed | – |
