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
$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
276
$34.4K 0.01%
+169
277
$34.2K 0.01%
+124
278
$33.5K 0.01%
+1,398
279
$33.5K 0.01%
1,027
280
$33.5K 0.01%
255
-9
281
$33.4K 0.01%
+531
282
$33.3K 0.01%
654
-34
283
$32.6K 0.01%
1,126
284
$32.5K 0.01%
1,374
+128
285
$31.8K 0.01%
+241
286
$31.8K 0.01%
70
-6
287
$31.7K 0.01%
+753
288
$31.6K 0.01%
+1,217
289
$31.5K 0.01%
+223
290
$31.5K 0.01%
2,217
-700
291
$31.4K 0.01%
212
292
$31.2K 0.01%
357
293
$30.9K 0.01%
+2,393
294
$30.7K 0.01%
+2,133
295
$30.7K 0.01%
367
-9
296
$30.1K 0.01%
1,006
297
$30K 0.01%
1,279
-848
298
$29.8K 0.01%
628
-30
299
$29.6K 0.01%
+207
300
$29.5K 0.01%
+869
10 11
12
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