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
476
$8.21K ﹤0.01%
+225
477
$8.18K ﹤0.01%
+25
478
$8.11K ﹤0.01%
175
-8
479
$8.1K ﹤0.01%
+518
480
$8.03K ﹤0.01%
786
481
$7.98K ﹤0.01%
13
482
$7.32K ﹤0.01%
+500
483
$7.25K ﹤0.01%
+231
484
$7.2K ﹤0.01%
5,000
485
$7.2K ﹤0.01%
123
-8
486
$7.18K ﹤0.01%
+101
487
$6.98K ﹤0.01%
91
-5
488
$6.96K ﹤0.01%
196
-9
489
$6.94K ﹤0.01%
+60
490
$6.88K ﹤0.01%
+101
491
$6.87K ﹤0.01%
455
-27
492
$6.86K ﹤0.01%
180
-8
493
$6.82K ﹤0.01%
154
-8
494
$6.62K ﹤0.01%
84
-6
495
$6.61K ﹤0.01%
268
-12
496
$6.49K ﹤0.01%
+100
497
$6.48K ﹤0.01%
306
498
$6.42K ﹤0.01%
152
499
$6.25K ﹤0.01%
+130
500
$6.18K ﹤0.01%
62
18 19
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