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
$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
376
$9.29K ﹤0.01%
96
377
$9.03K ﹤0.01%
201
-53
378
$8.71K ﹤0.01%
205
-121
379
$8.7K ﹤0.01%
72
-13
380
$8.31K ﹤0.01%
786
381
$8.17K ﹤0.01%
13
+6
382
$7.95K ﹤0.01%
233
383
$7.91K ﹤0.01%
90
384
$7.76K ﹤0.01%
45
-20
385
$7.76K ﹤0.01%
154
386
$7.74K ﹤0.01%
164
+31
387
$7.48K ﹤0.01%
+92
388
$7.44K ﹤0.01%
188
-5,686
389
$7.32K ﹤0.01%
1,922
390
$6.95K ﹤0.01%
31
391
$6.92K ﹤0.01%
+111
392
$6.71K ﹤0.01%
183
-7
393
$6.57K ﹤0.01%
280
-8,385
394
$6.39K ﹤0.01%
+651
395
$6.33K ﹤0.01%
306
396
$6.22K ﹤0.01%
162
397
$6.19K ﹤0.01%
47
398
$6.08K ﹤0.01%
131
399
$6.05K ﹤0.01%
5,000
400
$6.01K ﹤0.01%
+13
14 15
16
17 18