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

Top Buys

1
+$949K
2
+$4.64K
3
+$4K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3K
5
PRU icon
Prudential Financial
PRU
+$3K

Top Sells

1
+$2.81M
2
+$1.68M
3
+$1.35M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05M

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
– –
-5,000
102
– –
-25
103
– –
-1,775
104
– –
-1,834
105
– –
-2,500
106
– –
-120
107
– –
-175
108
– –
-15
109
– –
-25
110
– –
-8
111
– –
-30
112
– –
-105
113
– –
-163
114
– –
-25
115
– –
-35
116
– –
-64
117
– –
-75
118
– –
-896
119
– –
-67
120
– –
-79
121
– –
-324
122
– –
-35
123
– –
-30
124
– –
-55
125
– –
-120
3 4
5
6 7