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OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$756M
1-Year Est. Return
13.93%
This Fund
S&P 500
This Quarter
Est. Return
+6.22%
1 Year Est. Return
+13.93%
3 Year Est. Return
+56.71%
5 Year Est. Return
+45.57%
10 Year Est. Return
+142.55%
AUM
$738M
AUM Growth
+$101M
(+16%)
Cap. Flow
+$60M
Cap. Flow
% of AUM
8.13%
Top 10 Holdings %
Top 10 Hldgs %
68.81%
Holding
103
New
16
Increased
35
Reduced
26
Closed
6
Top Buys
| 1 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$48M |
| 2 |
Microsoft
MSFT
|
+$1.49M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.25M |
| 4 |
Eli Lilly
LLY
|
+$1.2M |
| 5 |
Caterpillar
CAT
|
+$1.08M |
Top Sells
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
$25.7B
| – | – |
-566
| Closed | -$212K |
|
102
Invesco NASDAQ 100 ETF
QQQM
$99.6B
| – | – |
-1,200
| Closed | -$273K |
|
103
AT&T
T
$148B
| – | – |
-897
| Closed | -$26K |
|
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