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
451
$10.9K ﹤0.01%
45
452
$10.9K ﹤0.01%
400
453
$10.8K ﹤0.01%
328
454
$10.8K ﹤0.01%
981
455
$10.7K ﹤0.01%
1,058
456
$10.7K ﹤0.01%
698
+485
457
$10.6K ﹤0.01%
+237
458
$10.3K ﹤0.01%
612
459
$10K ﹤0.01%
123
+91
460
$9.93K ﹤0.01%
+153
461
$9.8K ﹤0.01%
138
462
$9.65K ﹤0.01%
+175
463
$9.54K ﹤0.01%
72
+25
464
$9.15K ﹤0.01%
+200
465
$9.11K ﹤0.01%
+35
466
$8.88K ﹤0.01%
85
-2,408
467
$8.78K ﹤0.01%
164
468
$8.76K ﹤0.01%
+204
469
$8.66K ﹤0.01%
+25
470
$8.5K ﹤0.01%
+75
471
$8.45K ﹤0.01%
153
-8
472
$8.42K ﹤0.01%
58
+27
473
$8.34K ﹤0.01%
+167
474
$8.27K ﹤0.01%
166
+81
475
$8.22K ﹤0.01%
201
17 18
19
20 21