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
276
$32.6K 0.01%
+483
277
$32.5K 0.01%
+376
278
$32.2K 0.01%
+181
279
$31.9K 0.01%
+71
280
$31.7K 0.01%
+641
281
$31.6K 0.01%
+1,633
282
$31.2K 0.01%
+83
283
$30.8K 0.01%
+236
284
$30.8K 0.01%
+658
285
$30.6K 0.01%
+609
286
$30.5K 0.01%
+688
287
$30.5K 0.01%
+146
288
$30.2K 0.01%
+182
289
$30.1K 0.01%
+158
290
$30.1K 0.01%
+190
291
$29.9K 0.01%
+704
292
$29.8K 0.01%
+190
293
$29.7K 0.01%
+243
294
$29.7K 0.01%
+109
295
$29.6K 0.01%
+239
296
$29.5K 0.01%
+1,126
297
$29.3K 0.01%
+1,006
298
$29.2K 0.01%
+635
299
$29.2K 0.01%
+416
300
$29.1K 0.01%
+331