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
351
$13.8K ﹤0.01%
+198
352
$13.8K ﹤0.01%
+1,922
353
$13.2K ﹤0.01%
+324
354
$12.7K ﹤0.01%
+179
355
$12.7K ﹤0.01%
+730
356
$12.3K ﹤0.01%
+1,618
357
$12.1K ﹤0.01%
+328
358
$11.9K ﹤0.01%
+788
359
$11.8K ﹤0.01%
+1,151
360
$11.8K ﹤0.01%
+138
361
$11.8K ﹤0.01%
+981
362
$11.6K ﹤0.01%
+254
363
$11.4K ﹤0.01%
+1,058
364
$11K ﹤0.01%
+612
365
$10.6K ﹤0.01%
+450
366
$10.3K ﹤0.01%
+60
367
$9.99K ﹤0.01%
+85
368
$9.95K ﹤0.01%
+65
369
$8.95K ﹤0.01%
+36
370
$8.68K ﹤0.01%
+42
371
$8.48K ﹤0.01%
+42
372
$8.46K ﹤0.01%
+48
373
$7.81K ﹤0.01%
+154
374
$6.99K ﹤0.01%
+166
375
$6.97K ﹤0.01%
+30