OWP

ORG Wealth Partners Portfolio holdings

AUM $418M
1-Year Est. Return 108.78%
This Quarter Est. Return
1 Year Est. Return
+108.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$34.2M
3 +$17.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.7M
5
ET icon
Energy Transfer Partners
ET
+$5.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.21%
2 Financials 6.91%
3 Real Estate 6.15%
4 Healthcare 4.6%
5 Energy 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$65K 0.02%
+1,746
227
$64.8K 0.02%
+132
228
$63.2K 0.02%
+1,206
229
$63.1K 0.02%
+253
230
$60.5K 0.02%
+268
231
$59.4K 0.02%
+8,373
232
$58.9K 0.02%
+642
233
$57.9K 0.02%
+1,087
234
$57.5K 0.02%
+800
235
$56.9K 0.02%
+673
236
$55.2K 0.02%
+2,127
237
$55.1K 0.02%
+132
238
$54.4K 0.02%
+631
239
$53.8K 0.02%
+92
240
$52.7K 0.02%
+2,252
241
$52.5K 0.02%
+292
242
$50.4K 0.02%
+416
243
$49.6K 0.02%
+1,661
244
$49.5K 0.02%
+1,243
245
$48.7K 0.02%
+2,917
246
$46.4K 0.02%
+191
247
$45.6K 0.02%
+903
248
$44.7K 0.01%
+529
249
$44.4K 0.01%
+260
250
$44.4K 0.01%
+449