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
$134M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$4.64K
3
+$4K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3K
5
PRU icon
Prudential Financial
PRU
+$3K

Top Sells

1
+$2.81M
2
+$1.68M
3
+$1.35M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05M

Sector Composition

1 Healthcare 0.25%
2 Communication Services 0.19%
3 Technology 0.15%
4 Consumer Staples 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-60
177
– –
-25
178
– –
-1,189
179
– –
-64
180
– –
-5
181
– –
-2,500
182
– –
-8,136
183
– –
-368
184
– –
-5,470
185
– –
-3,204
186
– –
-75
187
– –
-896
188
– –
-67
189
– –
-79
190
– –
-324
191
– –
-35
192
– –
-1,010
193
– –
-270
4 5 6 7
8