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
426
$15.3K ﹤0.01%
+121
427
$15.1K ﹤0.01%
+313
428
$15.1K ﹤0.01%
+650
429
$15K ﹤0.01%
202
+4
430
$14.7K ﹤0.01%
730
431
$14.6K ﹤0.01%
+230
432
$14.4K ﹤0.01%
526
433
$14.3K ﹤0.01%
142
-222
434
$14.3K ﹤0.01%
+350
435
$14.1K ﹤0.01%
851
-1
436
$14K ﹤0.01%
177
+121
437
$13.9K ﹤0.01%
+401
438
$13.8K ﹤0.01%
202
439
$13.7K ﹤0.01%
256
-11
440
$13.2K ﹤0.01%
589
441
$12.6K ﹤0.01%
179
442
$12.6K ﹤0.01%
45
+43
443
$12.3K ﹤0.01%
324
444
$11.8K ﹤0.01%
+100
445
$11.7K ﹤0.01%
+1,500
446
$11.5K ﹤0.01%
1,618
447
$11.3K ﹤0.01%
788
448
$11.1K ﹤0.01%
+108
449
$11K ﹤0.01%
1,151
450
$10.9K ﹤0.01%
+100
16 17
18
19 20