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
451
$2.62K ﹤0.01%
+53
452
$2.57K ﹤0.01%
+32
453
$2.52K ﹤0.01%
4
+2
454
$2.45K ﹤0.01%
20
455
$2.43K ﹤0.01%
23
-2,643
456
$2.27K ﹤0.01%
22
-221
457
$2.21K ﹤0.01%
20
+8
458
$2.19K ﹤0.01%
123
459
$2.08K ﹤0.01%
+26
460
$2.05K ﹤0.01%
88
461
$1.77K ﹤0.01%
+8
462
$1.76K ﹤0.01%
16
463
$1.72K ﹤0.01%
68
464
$1.71K ﹤0.01%
49
465
$1.7K ﹤0.01%
+40
466
$1.69K ﹤0.01%
18
467
$1.68K ﹤0.01%
84
468
$1.66K ﹤0.01%
46
469
$1.66K ﹤0.01%
45
470
$1.37K ﹤0.01%
+19
471
$1.3K ﹤0.01%
+18
472
$1.24K ﹤0.01%
31
-28,928
473
$1.05K ﹤0.01%
522
474
$886 ﹤0.01%
3
475
$764 ﹤0.01%
2
17 18
19
20 21