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
251
$44K 0.01%
+1,515
252
$44K 0.01%
+382
253
$42.3K 0.01%
+324
254
$41.3K 0.01%
+637
255
$41K 0.01%
+869
256
$39.7K 0.01%
+8,469
257
$39.6K 0.01%
+334
258
$39.6K 0.01%
+80
259
$38.8K 0.01%
+203
260
$38.7K 0.01%
+271
261
$38.6K 0.01%
+461
262
$37.5K 0.01%
+216
263
$37.4K 0.01%
+1,523
264
$36.9K 0.01%
+342
265
$36.8K 0.01%
+1,027
266
$36.4K 0.01%
+366
267
$35.7K 0.01%
+264
268
$35.3K 0.01%
+3,115
269
$35K 0.01%
+357
270
$34.1K 0.01%
+220
271
$33.7K 0.01%
+652
272
$33.4K 0.01%
+132
273
$33K 0.01%
+624
274
$32.8K 0.01%
+1,401
275
$32.7K 0.01%
+76