OWP

ORG Wealth Partners Portfolio holdings

AUM $418M
1-Year Est. Return 108.78%
This Quarter Est. Return
1 Year Est. Return
+108.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$1.17M
3 +$1.02M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$812K
5
AAPL icon
Apple
AAPL
+$718K

Top Sells

1 +$26.5M
2 +$3.27M
3 +$747K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$738K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$708K

Sector Composition

1 Technology 40.02%
2 Financials 10.39%
3 Energy 5.61%
4 Healthcare 4.48%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DJT icon
551
Trump Media & Technology Group
DJT
$4.53B
$4.13K ﹤0.01%
233
MMYT icon
552
MakeMyTrip
MMYT
$8.47B
$4.07K ﹤0.01%
43
+2
ERIC icon
553
Ericsson
ERIC
$31.8B
$4.07K ﹤0.01%
476
DT
554
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$3.75K ﹤0.01%
+102
VIG icon
555
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$3.72K ﹤0.01%
18
+2
NOK icon
556
Nokia
NOK
$30.9B
$3.71K ﹤0.01%
+710
SYK icon
557
Stryker
SYK
$143B
$3.56K ﹤0.01%
9
CHKP icon
558
Check Point Software Technologies
CHKP
$20.5B
$3.54K ﹤0.01%
16
AEG icon
559
Aegon
AEG
$11.6B
$3.48K ﹤0.01%
480
-31
HOOD icon
560
Robinhood
HOOD
$115B
$3.42K ﹤0.01%
37
PSO icon
561
Pearson
PSO
$9.58B
$3.4K ﹤0.01%
225
IAU icon
562
iShares Gold Trust
IAU
$64.3B
$3.33K ﹤0.01%
53
FUTU icon
563
Futu Holdings
FUTU
$22.8B
$3.16K ﹤0.01%
26
LCID icon
564
Lucid Motors
LCID
$6.03B
$3.11K ﹤0.01%
148
KC
565
Kingsoft Cloud Holdings
KC
$3.67B
$2.87K ﹤0.01%
233
EUFN icon
566
iShares MSCI Europe Financials ETF
EUFN
$4.36B
$2.77K ﹤0.01%
88
PSTG icon
567
Pure Storage
PSTG
$30.2B
$2.76K ﹤0.01%
50
ETHE
568
Grayscale Ethereum Trust ETF
ETHE
$4.31B
$2.69K ﹤0.01%
135
SOUN icon
569
SoundHound AI
SOUN
$7.75B
$2.62K ﹤0.01%
250
SNPS icon
570
Synopsys
SNPS
$83.1B
$2.61K ﹤0.01%
+5
TRGP icon
571
Targa Resources
TRGP
$32B
$2.58K ﹤0.01%
+15
TCOM icon
572
Trip.com Group
TCOM
$45.8B
$2.53K ﹤0.01%
43
LUV icon
573
Southwest Airlines
LUV
$17.6B
$2.53K ﹤0.01%
75
WM icon
574
Waste Management
WM
$86.8B
$2.52K ﹤0.01%
+11
RBLX icon
575
Roblox
RBLX
$92.1B
$2.52K ﹤0.01%
25