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
$324M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.1M
3
+$3.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$563K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$469K

Top Sells

1
+$15.3M
2
+$3.44M
3
+$2.21M
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$1.16M
5
ADP icon
Automatic Data Processing
ADP
+$435K

Sector Composition

1 Technology 44.56%
2 Financials 11.14%
3 Real Estate 4.84%
4 Energy 4.6%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47.9K 0.01%
1,285
-116
252
$47.3K 0.01%
982
+113
253
$44.5K 0.01%
8,373
254
$43.8K 0.01%
181
-10
255
$43.2K 0.01%
174
-7
256
$42.7K 0.01%
701
257
$42.7K 0.01%
685
-115
258
$42.3K 0.01%
+319
259
$42.1K 0.01%
1,243
260
$41.2K 0.01%
1,515
261
$40.2K 0.01%
342
262
$40.1K 0.01%
+174
263
$39.7K 0.01%
260
264
$38.2K 0.01%
203
265
$37.4K 0.01%
1,523
266
$36.9K 0.01%
76
-16
267
$36.9K 0.01%
652
268
$36.7K 0.01%
485
+24
269
$36.2K 0.01%
+279
270
$36.1K 0.01%
588
-21
271
$35.9K 0.01%
194
-26
272
$35.6K 0.01%
271
273
$35.6K 0.01%
+212
274
$34.5K 0.01%
641
275
$34.4K 0.01%
+287
9 10
11
12 13