OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$738M
1-Year Est. Return
11.5%
1 Year Est. Return
+11.5%
AUM
$738M
AUM Growth
+$101M
(+16%)
Holding
103
Top Buys
| 1 | +$48.6M | |
| 2 | +$1.51M | |
| 3 | +$1.45M | |
| 4 |
Eli Lilly
LLY
|
+$1.23M |
| 5 |
Caterpillar
CAT
|
+$1.21M |
Top Sells
| 1 | +$981K | |
| 2 | +$722K | |
| 3 | +$623K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$618K |
| 5 |
Calvert International Responsible Index ETF
CVIE
|
+$456K |
Sector Composition
| 1 | Technology | 3.02% |
| 2 | Consumer Discretionary | 0.78% |
| 3 | Healthcare | 0.74% |
| 4 | Financials | 0.5% |
| 5 | Communication Services | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
LPL Financial
LPLA
$28.5B
| – | – |
-566
|
|
||
102
Invesco NASDAQ 100 ETF
QQQM
$70.1B
| – | – |
-1,200
|
|
||
103
AT&T
T
$184B
| – | – |
-897
|
|