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
151
$6K ﹤0.01%
+25
152
$6K ﹤0.01%
+500
153
$6K ﹤0.01%
+186
154
$6K ﹤0.01%
+58
155
$6K ﹤0.01%
+55
156
$5K ﹤0.01%
+282
157
$5K ﹤0.01%
+324
158
$5K ﹤0.01%
+45
159
$5K ﹤0.01%
40
160
$5K ﹤0.01%
+119
161
$5K ﹤0.01%
50
162
$4K ﹤0.01%
+42
163
$4K ﹤0.01%
+341
164
$4K ﹤0.01%
+101
165
$4K ﹤0.01%
80
166
$4K ﹤0.01%
+231
167
$4K ﹤0.01%
38
168
$4K ﹤0.01%
+100
169
$4K ﹤0.01%
+194
170
$4K ﹤0.01%
75
171
$4K ﹤0.01%
+57
172
$4K ﹤0.01%
+28
173
$4K ﹤0.01%
+656
174
$4K ﹤0.01%
+116
175
$4K ﹤0.01%
+34
5 6
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