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
$145M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$196K
3
+$177K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$171K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$163K

Top Sells

1
+$6.85M
2
+$4.92M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$944K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$721K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.2%
3 Healthcare 0.76%
4 Industrials 0.58%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
+270
102
$14K 0.01%
+120
103
$14K 0.01%
+203
104
$14K 0.01%
+40
105
$14K 0.01%
+1,010
106
$13K 0.01%
+681
107
$13K 0.01%
+179
108
$13K 0.01%
+7,462
109
$13K 0.01%
+368
110
$13K 0.01%
+896
111
$12K 0.01%
+700
112
$12K 0.01%
+125
113
$12K 0.01%
+433
114
$11K 0.01%
+200
115
$11K 0.01%
+332
116
$11K 0.01%
+141
117
$11K 0.01%
+300
118
$10K 0.01%
+345
119
$9K 0.01%
+152
120
$9K 0.01%
+1,189
121
$8K 0.01%
+114
122
$8K 0.01%
+174
123
$8K 0.01%
+166
124
$8K 0.01%
+2,620
125
$8K 0.01%
+48
3 4
5
6 7