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
$146M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.53M
3
+$3.57M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.62M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$981K

Top Sells

1
+$8.76M
2
+$2.79M
3
+$1.45M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.22M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$601K

Sector Composition

1 Consumer Discretionary 1.35%
2 Technology 1.01%
3 Healthcare 0.77%
4 Industrials 0.5%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
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