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
$145M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$196K
3
+$177K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$171K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$163K

Top Sells

1
+$6.85M
2
+$4.92M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$944K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$721K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.2%
3 Healthcare 0.76%
4 Industrials 0.58%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K 0.02%
+254
77
$26K 0.02%
+380
78
$26K 0.02%
+454
79
$25K 0.02%
+1,200
80
$24K 0.02%
+751
81
$24K 0.02%
+400
82
$24K 0.02%
+175
83
$24K 0.02%
+2,500
84
$24K 0.02%
+600
85
$23K 0.02%
+1,750
86
$23K 0.02%
+500
87
$23K 0.02%
+1,775
88
$22K 0.02%
+523
89
$22K 0.02%
+2,500
90
$22K 0.02%
+324
91
$21K 0.01%
+135
92
$21K 0.01%
+145
93
$21K 0.01%
+261
94
$20K 0.01%
+420
95
$20K 0.01%
+315
96
$18K 0.01%
+280
97
$18K 0.01%
+485
98
$16K 0.01%
+83
99
$16K 0.01%
+712
100
$15K 0.01%
+163
2 3
4
5 6