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
326
$20.3K 0.01%
+992
327
$19.7K 0.01%
+340
328
$19.4K 0.01%
+668
329
$18.7K 0.01%
+158
330
$18.6K 0.01%
+806
331
$18.3K 0.01%
+1,672
332
$18.2K 0.01%
+1,470
333
$18.1K 0.01%
+1,515
334
$18.1K 0.01%
+2,508
335
$18.1K 0.01%
+381
336
$17.9K 0.01%
+1,716
337
$17.9K 0.01%
+1,593
338
$17.9K 0.01%
+2,749
339
$17.6K 0.01%
+1,626
340
$17.6K 0.01%
+1,632
341
$17.6K 0.01%
+814
342
$16.5K 0.01%
+121
343
$16.3K 0.01%
+133
344
$16K 0.01%
+400
345
$14.9K 0.01%
+105
346
$14.5K ﹤0.01%
+65
347
$14.4K ﹤0.01%
+202
348
$14.4K ﹤0.01%
+57
349
$14K ﹤0.01%
+589
350
$13.9K ﹤0.01%
+168