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
$154M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$1.79M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
XOM icon
Exxon Mobil
XOM
+$846K

Top Sells

1
+$15.6M
2
+$7.08M
3
+$2.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$795K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$478K

Sector Composition

1 Technology 1.77%
2 Consumer Discretionary 1.22%
3 Healthcare 1.05%
4 Industrials 0.98%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.03%
+418
77
$45K 0.03%
385
+7
78
$45K 0.03%
+470
79
$43K 0.03%
711
80
$43K 0.03%
+323
81
$42K 0.03%
+420
82
$36K 0.02%
+252
83
$33K 0.02%
2,500
84
$33K 0.02%
+537
85
$31K 0.02%
+250
86
$30K 0.02%
+310
87
$29K 0.02%
+204
88
$29K 0.02%
454
89
$26K 0.02%
+145
90
$26K 0.02%
+884
91
$26K 0.02%
385
+270
92
$26K 0.02%
400
93
$25K 0.02%
+794
94
$24K 0.02%
7,462
95
$24K 0.02%
+349
96
$23K 0.01%
+135
97
$23K 0.01%
+290
98
$23K 0.01%
262
+214
99
$22K 0.01%
+145
100
$21K 0.01%
423
+238
2 3
4
5 6