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
501
$6.07K ﹤0.01%
11
+2
502
$5.98K ﹤0.01%
+61
503
$5.91K ﹤0.01%
+124
504
$5.87K ﹤0.01%
428
-44
505
$5.87K ﹤0.01%
441
-43
506
$5.75K ﹤0.01%
3
507
$5.66K ﹤0.01%
+79
508
$5.54K ﹤0.01%
+220
509
$5.44K ﹤0.01%
+36
510
$5.43K ﹤0.01%
21
+8
511
$5.42K ﹤0.01%
57
512
$5.41K ﹤0.01%
20
-1
513
$5.27K ﹤0.01%
+77
514
$5.26K ﹤0.01%
606
-32
515
$5.17K ﹤0.01%
39
-3
516
$5.16K ﹤0.01%
170
-11
517
$5.03K ﹤0.01%
+639
518
$4.99K ﹤0.01%
96
-4
519
$4.98K ﹤0.01%
1,922
520
$4.96K ﹤0.01%
322
-19
521
$4.95K ﹤0.01%
10
-180
522
$4.95K ﹤0.01%
29
-109
523
$4.85K ﹤0.01%
+50
524
$4.75K ﹤0.01%
+77
525
$4.72K ﹤0.01%
233
19 20
21
22 23