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
251
$92.1K 0.03%
1,178
+953
252
$92.1K 0.03%
+522
253
$92K 0.03%
+2,278
254
$92K 0.03%
+516
255
$91.8K 0.03%
+342
256
$91.8K 0.03%
+1,272
257
$91.7K 0.03%
+1,071
258
$91.7K 0.03%
943
259
$91.7K 0.03%
+939
260
$91.6K 0.03%
+663
261
$91.5K 0.03%
9,326
+6,211
262
$91.5K 0.03%
+1,767
263
$91.5K 0.03%
+1,203
264
$91.4K 0.03%
+1,108
265
$91.3K 0.03%
+1,346
266
$90.6K 0.03%
+1,667
267
$90.3K 0.03%
2,326
-8,390
268
$90.2K 0.03%
+1,909
269
$89.9K 0.03%
340
270
$88.6K 0.03%
+2,894
271
$87.3K 0.03%
307
-197
272
$87.2K 0.03%
459
+327
273
$85K 0.03%
1,990
274
$84.7K 0.03%
527
275
$83.5K 0.03%
1,075
-669
9 10
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