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
276
$83.4K 0.03%
1,242
+257
277
$82.1K 0.03%
1,567
+139
278
$80.9K 0.02%
1,234
-4,411
279
$80.2K 0.02%
+3,007
280
$79.6K 0.02%
1,287
+200
281
$79K 0.02%
2,186
+1,155
282
$76.3K 0.02%
169
+93
283
$75.7K 0.02%
2,064
+2,019
284
$75.6K 0.02%
2,413
+84
285
$72.6K 0.02%
+484
286
$72.5K 0.02%
+1,200
287
$71.6K 0.02%
1,900
288
$71.5K 0.02%
417
-2,379
289
$71.2K 0.02%
+487
290
$70.9K 0.02%
860
-184
291
$70.9K 0.02%
1,225
292
$69.7K 0.02%
129
+86
293
$67.1K 0.02%
2,535
294
$66.2K 0.02%
3,579
-55
295
$64.5K 0.02%
2,802
+94
296
$63.4K 0.02%
715
-491
297
$61.3K 0.02%
250
298
$60.4K 0.02%
+353
299
$60.3K 0.02%
+132
300
$60K 0.02%
253
10 11
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