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
$134M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$4.64K
3
+$4K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3K
5
PRU icon
Prudential Financial
PRU
+$3K

Top Sells

1
+$2.81M
2
+$1.68M
3
+$1.35M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05M

Sector Composition

1 Healthcare 0.25%
2 Communication Services 0.19%
3 Technology 0.15%
4 Consumer Staples 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4K ﹤0.01%
1,000
77
$4K ﹤0.01%
40
78
$4K ﹤0.01%
+80
79
$3K ﹤0.01%
44
80
$3K ﹤0.01%
96
-236
81
$3K ﹤0.01%
33
82
$3K ﹤0.01%
56
83
$3K ﹤0.01%
+19
84
$3K ﹤0.01%
+31
85
$3K ﹤0.01%
123
86
$2K ﹤0.01%
96
87
$2K ﹤0.01%
194
-349
88
$2K ﹤0.01%
+22
89
$2K ﹤0.01%
6
90
$1K ﹤0.01%
43
+1
91
– –
-57
92
– –
-30
93
– –
-55
94
– –
-120
95
– –
-970
96
– –
-6,256
97
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-420
98
– –
-135
99
– –
-10
100
$0 ﹤0.01%
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2 3
4
5 6