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
426
$4.2K ﹤0.01%
38
427
$4.2K ﹤0.01%
38
428
$4.15K ﹤0.01%
+21
429
$4.12K ﹤0.01%
+638
430
$4.12K ﹤0.01%
444
431
$4.11K ﹤0.01%
85
-21
432
$4.03K ﹤0.01%
9
+8
433
$4.01K ﹤0.01%
143
434
$3.96K ﹤0.01%
482
435
$3.9K ﹤0.01%
13
-6
436
$3.83K ﹤0.01%
+476
437
$3.77K ﹤0.01%
+30
438
$3.73K ﹤0.01%
+170
439
$3.69K ﹤0.01%
+238
440
$3.63K ﹤0.01%
48
-4
441
$3.49K ﹤0.01%
223
442
$3.48K ﹤0.01%
19
-11
443
$3.47K ﹤0.01%
372
444
$3.38K ﹤0.01%
35
445
$3.36K ﹤0.01%
+18
446
$3.3K ﹤0.01%
200
447
$3.21K ﹤0.01%
33
448
$3.01K ﹤0.01%
511
449
$2.95K ﹤0.01%
+43
450
$2.91K ﹤0.01%
+6
16 17
18
19 20