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
326
$40.1K 0.01%
+430
327
$39.7K 0.01%
485
328
$38.8K 0.01%
652
329
$38.7K 0.01%
1,515
330
$38.5K 0.01%
+535
331
$38.2K 0.01%
290
-483
332
$36.9K 0.01%
+301
333
$36.6K 0.01%
610
-794
334
$35.4K 0.01%
203
335
$34.1K 0.01%
254
-1
336
$32.9K 0.01%
451
+381
337
$32.7K 0.01%
141
-1,646
338
$32.7K 0.01%
357
339
$32.6K 0.01%
1,621
-786,715
340
$32.2K 0.01%
8,373
341
$31.4K 0.01%
+705
342
$31.1K 0.01%
+602
343
$30.5K 0.01%
351
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344
$30.4K 0.01%
133
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345
$30.1K 0.01%
305
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346
$29.9K 0.01%
+330
347
$29.6K 0.01%
140
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348
$29.1K 0.01%
+103
349
$28.7K 0.01%
231
-411
350
$28.5K 0.01%
1,027
12 13
14
15 16