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
351
$27.7K 0.01%
151
-453
352
$27.1K 0.01%
342
353
$26.8K 0.01%
55
-248
354
$26.7K 0.01%
+4,677
355
$26.7K 0.01%
568
356
$26.5K 0.01%
+625
357
$26.5K 0.01%
+498
358
$26.1K 0.01%
172
-331
359
$26.1K 0.01%
660
360
$25.8K 0.01%
662
-1,078
361
$25.7K 0.01%
+150
362
$25.4K 0.01%
258
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363
$25.3K 0.01%
58
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364
$25.3K 0.01%
495
365
$25.2K 0.01%
311
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366
$25.1K 0.01%
54
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367
$25K 0.01%
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368
$24.9K 0.01%
305
369
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+1,178
370
$24.8K 0.01%
75
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371
$24.8K 0.01%
376
372
$24.4K 0.01%
+324
373
$24K 0.01%
364
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374
$24K 0.01%
93
-457
375
$23.8K 0.01%
115
-341
13 14
15
16 17