OWP

ORG Wealth Partners Portfolio holdings

AUM $426M
1-Year Est. Return 60.93%
This Quarter Est. Return
1 Year Est. Return
+60.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.36M
3
+$3.08M
4
CFIT
Cambria Fixed Income Trend ETF
CFIT
+$2.92M
5
PLTR icon
Palantir
PLTR
+$2.7M

Top Sells

1
+$15.8M
2
+$1.99M
3
+$1.57M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.12M
5
TFPN icon
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
+$539K

Sector Composition

1 Technology 30.38%
2 Financials 14.17%
3 Energy 7.28%
4 Healthcare 5.93%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$101K 0.03%
1,636
227
$100K 0.03%
702
+657
228
$100K 0.03%
+3,309
229
$98.1K 0.03%
+147
230
$97.5K 0.03%
814
-39
231
$96.4K 0.03%
833
+803
232
$95.2K 0.03%
550
233
$94.3K 0.03%
3,811
+128
234
$93.6K 0.03%
+1,745
235
$93.6K 0.03%
+1,117
236
$93.6K 0.03%
2,051
+1,410
237
$93.5K 0.03%
+2,087
238
$93.4K 0.03%
+348
239
$93.1K 0.03%
+1,127
240
$93K 0.03%
+736
241
$93K 0.03%
992
+264
242
$92.6K 0.03%
3,252
243
$92.5K 0.03%
+1,042
244
$92.5K 0.03%
+1,358
245
$92.5K 0.03%
+1,415
246
$92.4K 0.03%
+2,029
247
$92.3K 0.03%
+599
248
$92.3K 0.03%
+326
249
$92.2K 0.03%
+2,222
250
$92.2K 0.03%
+2,022
8 9
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