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
301
$29.3K 0.01%
3,115
302
$28.6K 0.01%
+98
303
$28.5K 0.01%
188
-2
304
$28.1K 0.01%
+246
305
$28K 0.01%
84
+2
306
$27.9K 0.01%
456
307
$27.8K 0.01%
1,593
308
$27.4K 0.01%
132
+119
309
$27.2K 0.01%
+375
310
$26.2K 0.01%
230
-339
311
$26.1K 0.01%
+37
312
$25.9K 0.01%
376
-107
313
$25.8K 0.01%
+280
314
$25.4K 0.01%
470
-61
315
$25.3K 0.01%
+460
316
$25.3K 0.01%
495
-129
317
$25.1K 0.01%
138
-986
318
$25.1K 0.01%
68
-3
319
$25K 0.01%
660
320
$24.5K 0.01%
+43
321
$24.3K 0.01%
568
-94
322
$24K 0.01%
305
323
$23.7K 0.01%
+142
324
$23.5K 0.01%
1,132
325
$23K 0.01%
395
11 12
13
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