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
176
$4K ﹤0.01%
38
177
$4K ﹤0.01%
+100
178
$3K ﹤0.01%
+15
179
$3K ﹤0.01%
+58
180
$3K ﹤0.01%
33
181
$3K ﹤0.01%
96
182
$3K ﹤0.01%
+233
183
$3K ﹤0.01%
+18
184
$3K ﹤0.01%
+20
185
$3K ﹤0.01%
+36
186
$3K ﹤0.01%
349
+155
187
$3K ﹤0.01%
+347
188
$3K ﹤0.01%
56
189
$3K ﹤0.01%
+166
190
$3K ﹤0.01%
31
191
$3K ﹤0.01%
+69
192
$3K ﹤0.01%
+56
193
$3K ﹤0.01%
+137
194
$3K ﹤0.01%
1,000
195
$3K ﹤0.01%
123
196
$2K ﹤0.01%
+30
197
$2K ﹤0.01%
+327
198
$2K ﹤0.01%
+202
199
$2K ﹤0.01%
+81
200
$2K ﹤0.01%
+26
5 6 7
8
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