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
$154M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$1.79M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
XOM icon
Exxon Mobil
XOM
+$846K

Top Sells

1
+$15.6M
2
+$7.08M
3
+$2.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$795K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$478K

Sector Composition

1 Technology 1.77%
2 Consumer Discretionary 1.22%
3 Healthcare 1.05%
4 Industrials 0.98%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
420
102
$21K 0.01%
600
103
$20K 0.01%
485
104
$20K 0.01%
+500
105
$20K 0.01%
+120
106
$18K 0.01%
+120
107
$18K 0.01%
335
+6
108
$18K 0.01%
+712
109
$18K 0.01%
67
+61
110
$17K 0.01%
+98
111
$16K 0.01%
+203
112
$16K 0.01%
294
+148
113
$16K 0.01%
+40
114
$15K 0.01%
+270
115
$15K 0.01%
+63
116
$15K 0.01%
+179
117
$15K 0.01%
89
+70
118
$14K 0.01%
125
119
$14K 0.01%
+161
120
$13K 0.01%
200
121
$13K 0.01%
+480
122
$12K 0.01%
+260
123
$12K 0.01%
332
+236
124
$12K 0.01%
+368
125
$11K 0.01%
+700
3 4
5
6 7