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

Top Buys

1
+$981K
2
+$4.63K
3
+$3.79K
4
PRU icon
Prudential Financial
PRU
+$3.13K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.04K

Top Sells

1
+$2.79M
2
+$1.68M
3
+$1.27M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.09M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M

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%
50
77
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48
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1,000
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$3K ﹤0.01%
33
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$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
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$2K ﹤0.01%
6
90
$1K ﹤0.01%
43
+1
91
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5 6