OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$637M
1-Year Est. Return
10.38%
1 Year Est. Return
+10.38%
AUM
$537M
AUM Growth
-$17.9M
(-3.2%)
Holding
76
Top Buys
| 1 | +$7.41M | |
| 2 | +$1.15M | |
| 3 | +$384K | |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$289K |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$249K |
Top Sells
| 1 | +$6.54M | |
| 2 | +$2.19M | |
| 3 | +$983K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$739K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-924
|
|