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
151
$4K ﹤0.01%
+78
152
$4K ﹤0.01%
+50
153
$3K ﹤0.01%
+44
154
$3K ﹤0.01%
+15
155
$3K ﹤0.01%
+20
156
$3K ﹤0.01%
+56
157
$3K ﹤0.01%
+57
158
$3K ﹤0.01%
+60
159
$3K ﹤0.01%
+25
160
$3K ﹤0.01%
+30
161
$3K ﹤0.01%
+30
162
$3K ﹤0.01%
+25
163
$3K ﹤0.01%
+123
164
$3K ﹤0.01%
+67
165
$3K ﹤0.01%
+35
166
$3K ﹤0.01%
+33
167
$3K ﹤0.01%
+100
168
$3K ﹤0.01%
+25
169
$2K ﹤0.01%
+96
170
$2K ﹤0.01%
+202
171
$2K ﹤0.01%
+30
172
$2K ﹤0.01%
+40
173
$2K ﹤0.01%
+105
174
$2K ﹤0.01%
+6
175
$1K ﹤0.01%
+60
4 5 6
7
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