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
$134M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$981K
2
+$4.63K
3
+$3.79K
4
PRU icon
Prudential Financial
PRU
+$3.13K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.04K

Top Sells

1
+$2.79M
2
+$1.68M
3
+$1.27M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.09M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M

Sector Composition

1 Healthcare 0.25%
2 Communication Services 0.19%
3 Technology 0.15%
4 Consumer Staples 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-970
102
– –
-6,256
103
– –
-420
104
– –
-135
105
– –
-10
106
$0 ﹤0.01%
1
107
– –
-884
108
– –
-341
109
– –
-15
110
– –
-1,750
111
– –
-345
112
– –
-50
113
– –
-600
114
– –
-14
115
– –
-145
116
– –
-1,880
117
– –
-35
118
– –
-20
119
– –
-83
120
– –
-100
121
– –
-681
122
– –
-8
123
– –
-202
124
– –
-100
125
– –
-68
3 4
5
6 7