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
26
$1.73M 0.53%
37,561
-34,018
27
$1.7M 0.52%
5,506
+4,279
28
$1.65M 0.51%
+40,554
29
$1.56M 0.48%
16,662
-538
30
$1.53M 0.47%
+7,166
31
$1.47M 0.45%
60,690
+59,650
32
$1.46M 0.45%
10,986
33
$1.45M 0.45%
59,226
+57,112
34
$1.39M 0.43%
9,102
+4,954
35
$1.33M 0.41%
+12,727
36
$1.33M 0.41%
5,650
+4,045
37
$1.32M 0.4%
12,488
-7
38
$1.31M 0.4%
+44,584
39
$1.29M 0.4%
99,426
+27,066
40
$1.29M 0.4%
4,795
+3,696
41
$1.26M 0.39%
1,994
+1,957
42
$1.26M 0.39%
+13,780
43
$1.25M 0.38%
9,671
+9,538
44
$1.23M 0.38%
+9,267
45
$1.23M 0.38%
128,127
+120,549
46
$1.2M 0.37%
40,452
+7,616
47
$1.16M 0.36%
3,351
+707
48
$1.09M 0.34%
6,486
+5,281
49
$1.09M 0.33%
+79,908
50
$1.08M 0.33%
2,969
+2,955
1
2
3 4 5