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
$537M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$1.21M
3
+$417K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$283K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$248K

Top Sells

1
+$6.65M
2
+$2.32M
3
+$1.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$807K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$650K

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
– –
-598
1 2 3
4