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
426
$3.12K ﹤0.01%
+13
427
$2.95K ﹤0.01%
+200
428
$2.92K ﹤0.01%
+211
429
$2.74K ﹤0.01%
+38
430
$2.71K ﹤0.01%
+20
431
$2.64K ﹤0.01%
+23
432
$2.46K ﹤0.01%
+188
433
$2.18K ﹤0.01%
+88
434
$2.12K ﹤0.01%
+49
435
$1.94K ﹤0.01%
+16
436
$1.75K ﹤0.01%
+68
437
$1.74K ﹤0.01%
+84
438
$1.72K ﹤0.01%
+18
439
$1.7K ﹤0.01%
+46
440
$1.69K ﹤0.01%
+45
441
$1.69K ﹤0.01%
+123
442
$1.58K ﹤0.01%
+296
443
$1.55K ﹤0.01%
+2
444
$1.15K ﹤0.01%
+12
445
$1.14K ﹤0.01%
+522
446
$826 ﹤0.01%
+3
447
$630 ﹤0.01%
+1,000
448
$542 ﹤0.01%
+2
449
$368 ﹤0.01%
+1
450
$254 ﹤0.01%
+1
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