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
526
$4.63K ﹤0.01%
23
+15
527
$4.61K ﹤0.01%
1
528
$4.46K ﹤0.01%
88
-7
529
$4.29K ﹤0.01%
38
530
$4.18K ﹤0.01%
277
-22
531
$4.16K ﹤0.01%
126
532
$4.15K ﹤0.01%
372
533
$4.13K ﹤0.01%
93
534
$4.06K ﹤0.01%
+41
535
$3.98K ﹤0.01%
225
-13
536
$3.91K ﹤0.01%
+15
537
$3.82K ﹤0.01%
33
-2
538
$3.79K ﹤0.01%
+12
539
$3.71K ﹤0.01%
476
540
$3.69K ﹤0.01%
16
-2
541
$3.62K ﹤0.01%
+225
542
$3.57K ﹤0.01%
148
543
$3.38K ﹤0.01%
511
544
$3.35K ﹤0.01%
+9
545
$3.23K ﹤0.01%
+233
546
$3.12K ﹤0.01%
53
547
$3.11K ﹤0.01%
+16
548
$3.09K ﹤0.01%
123
549
$2.86K ﹤0.01%
377
550
$2.71K ﹤0.01%
43
20 21
22
23 24