OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$637M
This Quarter Return
+3.97%
1 Year Return
+10.38%
3 Year Return
+41.64%
5 Year Return
+63.35%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.56%
Holding
28
New
28
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$27.5M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$15.8M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$12.4M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$11.1M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$4.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.24% |
| 2 | Healthcare | 0.86% |
| 3 | Technology | 0.69% |
| 4 | Energy | 0.4% |
| 5 | Industrials | 0.33% |
