OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$637M
1-Year Return
10.38%
This Quarter Return
+2.25%
1 Year Return
+10.38%
3 Year Return
+41.64%
5 Year Return
+63.35%
10 Year Return
–
AUM
$134M
AUM Growth
-$11.2M
(-7.7%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-10.79%
Top 10 Holdings %
Top 10 Hldgs %
94.82%
Holding
193
New
4
Increased
8
Reduced
43
Closed
100
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$949K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.64K |
| 3 |
Cognex
CGNX
|
$4K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3K |
| 5 |
Prudential Financial
PRU
|
$3K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.81M |
| 2 |
McDonald's
MCD
|
$1.68M |
| 3 |
Apple
AAPL
|
$1.35M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$1.1M |
| 5 |
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% |
