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
176
$1K ﹤0.01%
+20
177
$1K ﹤0.01%
+15
178
$1K ﹤0.01%
+8
179
$1K ﹤0.01%
+42
180
$1K ﹤0.01%
+79
181
$1K ﹤0.01%
+14
182
$1K ﹤0.01%
+8
183
$0 ﹤0.01%
+10
184
$0 ﹤0.01%
+1
185
$0 ﹤0.01%
+6
186
– –
0
187
$0 ﹤0.01%
+5
188
$0 ﹤0.01%
+42
189
$0 ﹤0.01%
+100
4 5 6 7
8