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
626
$26.7K ﹤0.01%
+345
627
$26.7K ﹤0.01%
+433
628
$26.2K ﹤0.01%
+703
629
$26.2K ﹤0.01%
+359
630
$25.9K ﹤0.01%
+51
631
$25.5K ﹤0.01%
+130
632
$25.1K ﹤0.01%
+228
633
$25K ﹤0.01%
+302
634
$25K ﹤0.01%
+126
635
$24.8K ﹤0.01%
+408
636
$24.6K ﹤0.01%
+292
637
$24.6K ﹤0.01%
+249
638
$24.6K ﹤0.01%
+422
639
$24.4K ﹤0.01%
+771
640
$24.3K ﹤0.01%
+376
641
$24K ﹤0.01%
+965
642
$23.8K ﹤0.01%
+173
643
$23.6K ﹤0.01%
+296
644
$23.5K ﹤0.01%
+795
645
$23.1K ﹤0.01%
+449
646
$23.1K ﹤0.01%
+498
647
$23K ﹤0.01%
+789
648
$23K ﹤0.01%
+783
649
$22.6K ﹤0.01%
+297
650
$22.5K ﹤0.01%
+481