OBWP
O'Brien Wealth Partners Portfolio holdings
AUM
$637M
This Quarter Return
-3.48%
1 Year Return
+10.38%
3 Year Return
+41.64%
5 Year Return
+63.35%
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(+2.6%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
89.25%
Holding
59
New
2
Increased
18
Reduced
14
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.38M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$991K |
| 3 |
Lifestance Health
LFST
|
$706K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$272K |
| 5 |
iShares Russell 3000 ETF
IWV
|
$262K |
Sector Composition
| 1 | Healthcare | 1.67% |
| 2 | Technology | 1.61% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Communication Services | 0.51% |
| 5 | Industrials | 0.22% |
