OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$637M
1-Year Return
10.38%
This Quarter Return
-0.89%
1 Year Return
+10.38%
3 Year Return
+41.64%
5 Year Return
+63.35%
10 Year Return
–
AUM
$145M
AUM Growth
-$13.1M
(-8.3%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-8.26%
Top 10 Holdings %
Top 10 Hldgs %
89.73%
Holding
189
New
157
Increased
9
Reduced
17
Closed
–
Top Buys
Top Sells
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$6.85M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.92M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$1.15M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$944K |
| 5 |
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% |
