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
126
$11K 0.01%
+126
127
$11K 0.01%
433
+413
128
$10K 0.01%
300
129
$10K 0.01%
+66
130
$9K 0.01%
122
+78
131
$9K 0.01%
+219
132
$9K 0.01%
+131
133
$9K 0.01%
+36
134
$9K 0.01%
+67
135
$8K 0.01%
+114
136
$8K 0.01%
+24
137
$8K 0.01%
111
138
$7K ﹤0.01%
+225
139
$7K ﹤0.01%
47
140
$7K ﹤0.01%
+100
141
$7K ﹤0.01%
+370
142
$7K ﹤0.01%
152
143
$7K ﹤0.01%
113
+1
144
$7K ﹤0.01%
168
145
$6K ﹤0.01%
+230
146
$6K ﹤0.01%
+60
147
$6K ﹤0.01%
+40
148
$6K ﹤0.01%
+64
149
$6K ﹤0.01%
+59
150
$6K ﹤0.01%
+14
4 5
6
7 8