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
301
$29.1K 0.01%
+1,982
302
$29K 0.01%
+212
303
$28.6K 0.01%
+701
304
$28.6K 0.01%
+1,244
305
$28.2K 0.01%
+597
306
$27.5K 0.01%
+116
307
$27.5K 0.01%
+1,246
308
$27K 0.01%
+456
309
$26.7K 0.01%
+330
310
$25.6K 0.01%
+55
311
$25.5K 0.01%
+237
312
$25.3K 0.01%
+305
313
$24.9K 0.01%
+1,132
314
$24.7K 0.01%
+851
315
$24.3K 0.01%
+358
316
$24.2K 0.01%
+531
317
$23.9K 0.01%
+82
318
$23.5K 0.01%
+243
319
$23.3K 0.01%
+395
320
$22.3K 0.01%
+2,475
321
$22K 0.01%
+266
322
$21.7K 0.01%
+832
323
$21.3K 0.01%
+446
324
$21.2K 0.01%
+1,040
325
$20.9K 0.01%
+795