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
$637M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.74M
3
+$5.67M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$5.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.34M

Top Sells

1
+$7.74M
2
+$3.49M
3
+$811K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$528K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 0.55%
3 Financials 0.37%
4 Healthcare 0.31%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.4K ﹤0.01%
22
-87
77
$12.1K ﹤0.01%
90
+20
78
$11.8K ﹤0.01%
120
+100
79
$9.28K ﹤0.01%
+26
80
$5.87K ﹤0.01%
16
+7
81
$4.15K ﹤0.01%
+19
82
$3.15K ﹤0.01%
+4
83
$2.01K ﹤0.01%
+11
84
$1.23K ﹤0.01%
+4
85
$1.05K ﹤0.01%
+10
86
$1.04K ﹤0.01%
15
+5
87
$558 ﹤0.01%
2
-3
88
– –
-652
1 2 3
4