OBWP

O'Brien Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
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
+$26.6M
2
+$1.72M
3
+$1.42M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.07M
5
XOM icon
Exxon Mobil
XOM
+$814K

Top Sells

1
+$15.5M
2
+$6.96M
3
+$2.42M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$805K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$479K

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%
+80
177
$4K ﹤0.01%
+40
178
$3K ﹤0.01%
+18
179
$3K ﹤0.01%
+20
180
$3K ﹤0.01%
+15
181
$3K ﹤0.01%
+58
182
$3K ﹤0.01%
33
183
$3K ﹤0.01%
96
184
$3K ﹤0.01%
+36
185
$3K ﹤0.01%
349
+155
186
$3K ﹤0.01%
+347
187
$3K ﹤0.01%
56
188
$3K ﹤0.01%
+166
189
$3K ﹤0.01%
31
190
$3K ﹤0.01%
+69
191
$3K ﹤0.01%
+56
192
$3K ﹤0.01%
+233
193
$3K ﹤0.01%
+137
194
$3K ﹤0.01%
1,000
195
$3K ﹤0.01%
123
196
$2K ﹤0.01%
+26
197
$2K ﹤0.01%
+30
198
$2K ﹤0.01%
+327
199
$2K ﹤0.01%
+202
200
$2K ﹤0.01%
+81
5 6 7
8
9