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
676
$20K ﹤0.01%
+54
677
$19.9K ﹤0.01%
+850
678
$19.9K ﹤0.01%
+850
679
$19.7K ﹤0.01%
+162
680
$19.3K ﹤0.01%
+150
681
$19.1K ﹤0.01%
+2,000
682
$19K ﹤0.01%
+1,403
683
$18.9K ﹤0.01%
+113
684
$18.7K ﹤0.01%
+138
685
$18.1K ﹤0.01%
+625
686
$18K ﹤0.01%
+825
687
$17.5K ﹤0.01%
+315
688
$17.4K ﹤0.01%
+298
689
$17.4K ﹤0.01%
+1,750
690
$17.2K ﹤0.01%
+863
691
$17.2K ﹤0.01%
+82
692
$17K ﹤0.01%
+1,568
693
$16.9K ﹤0.01%
+261
694
$16.9K ﹤0.01%
+393
695
$16.6K ﹤0.01%
+200
696
$16.6K ﹤0.01%
+220
697
$16.5K ﹤0.01%
+527
698
$16.1K ﹤0.01%
+56
699
$16.1K ﹤0.01%
+397
700
$16K ﹤0.01%
+1,500