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
401
$19.1K 0.01%
668
402
$18.9K 0.01%
538
+535
403
$18.8K 0.01%
+401
404
$18.7K 0.01%
250
405
$18.6K 0.01%
340
406
$17.6K 0.01%
381
407
$17.5K 0.01%
+292
408
$17.4K 0.01%
50
-34
409
$17.4K 0.01%
+428
410
$17.4K 0.01%
+345
411
$17.3K 0.01%
1,672
412
$17.1K 0.01%
+1,258
413
$17K 0.01%
1,515
414
$17K 0.01%
2,749
415
$17K 0.01%
95
+63
416
$17K 0.01%
1,470
417
$16.8K 0.01%
1,626
418
$16.7K 0.01%
656
419
$16.7K 0.01%
1,716
420
$16.4K 0.01%
627
421
$16.4K 0.01%
1,632
422
$16.1K 0.01%
141
-100
423
$16.1K ﹤0.01%
394
-1,354
424
$15.7K ﹤0.01%
+591
425
$15.5K ﹤0.01%
+140
15 16
17
18 19