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
$145M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$196K
3
+$177K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$171K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$163K

Top Sells

1
+$6.85M
2
+$4.92M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$944K
5
IWS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.01%
+75
127
$7K ﹤0.01%
+111
128
$7K ﹤0.01%
+47
129
$7K ﹤0.01%
+151
130
$7K ﹤0.01%
+111
131
$6K ﹤0.01%
+100
132
$6K ﹤0.01%
+35
133
$6K ﹤0.01%
+68
134
$6K ﹤0.01%
+225
135
$6K ﹤0.01%
+543
136
$5K ﹤0.01%
+30
137
$5K ﹤0.01%
+55
138
$5K ﹤0.01%
+50
139
$5K ﹤0.01%
+120
140
$4K ﹤0.01%
+341
141
$4K ﹤0.01%
+40
142
$4K ﹤0.01%
+100
143
$4K ﹤0.01%
+38
144
$4K ﹤0.01%
+25
145
$4K ﹤0.01%
+25
146
$4K ﹤0.01%
+100
147
$4K ﹤0.01%
+35
148
$4K ﹤0.01%
+64
149
$4K ﹤0.01%
+1,000
150
$4K ﹤0.01%
+25
4 5
6
7 8