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
201
$2K ﹤0.01%
+90
202
$2K ﹤0.01%
+67
203
$2K ﹤0.01%
+30
204
$2K ﹤0.01%
+327
205
$2K ﹤0.01%
+202
206
$2K ﹤0.01%
+81
207
$2K ﹤0.01%
+79
208
$1K ﹤0.01%
+14
209
$1K ﹤0.01%
+32
210
$1K ﹤0.01%
+60
211
$1K ﹤0.01%
+20
212
$1K ﹤0.01%
+50
213
$1K ﹤0.01%
+15
214
$1K ﹤0.01%
+8
215
$1K ﹤0.01%
43
216
$1K ﹤0.01%
+29
217
$0 ﹤0.01%
+9
218
$0 ﹤0.01%
1
219
$0 ﹤0.01%
+6
220
$0 ﹤0.01%
+5
221
$0 ﹤0.01%
+56
222
$0 ﹤0.01%
+14,590
223
$0 ﹤0.01%
+100
5 6 7 8
9