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
376
$23.3K 0.01%
81
-100
377
$23.3K 0.01%
268
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378
$23.2K 0.01%
38
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379
$23.1K 0.01%
395
380
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367
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381
$22.8K 0.01%
47
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382
$22.7K 0.01%
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383
$22.7K 0.01%
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384
$22.6K 0.01%
1,432
-2,779
385
$22.3K 0.01%
717
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386
$22K 0.01%
+170
387
$22K 0.01%
+528
388
$21.9K 0.01%
176
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389
$21.8K 0.01%
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390
$21.5K 0.01%
308
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391
$21.3K 0.01%
+100
392
$21.2K 0.01%
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308
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$20.3K 0.01%
266
395
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396
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236
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$19.9K 0.01%
850
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398
$19.4K 0.01%
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399
$19.3K 0.01%
119
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400
$19.1K 0.01%
+581
14 15
16
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