OP

ORG Partners Portfolio holdings

AUM $549M
1-Year Est. Return 21.15%
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,422
New
Increased
Reduced
Closed

Top Sells

1 +$54.9M
2 +$29.1M
3 +$2.49M
4
PWS icon
Pacer WealthShield ETF
PWS
+$1.53M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.26M

Sector Composition

1 Financials 6.09%
2 Technology 5.68%
3 Healthcare 4.14%
4 Consumer Staples 3.67%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$34.6K 0.01%
+381
577
$34.4K 0.01%
+100
578
$34.4K 0.01%
+732
579
$34.3K 0.01%
+580
580
$34.3K 0.01%
+678
581
$34.1K 0.01%
+290
582
$34K 0.01%
+1,000
583
$34K 0.01%
+2,887
584
$33.9K 0.01%
+185
585
$33.6K 0.01%
+752
586
$33.6K 0.01%
+234
587
$33.3K 0.01%
+14,760
588
$33.2K 0.01%
+1,120
589
$33K 0.01%
+525
590
$33K 0.01%
+557
591
$32.9K 0.01%
+634
592
$32.8K 0.01%
+337
593
$32.3K 0.01%
+450
594
$32.1K 0.01%
+559
595
$31.7K 0.01%
+702
596
$31.5K 0.01%
+784
597
$31.3K 0.01%
+910
598
$31.3K 0.01%
+13,850
599
$31K 0.01%
+300
600
$31K 0.01%
+1,694