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
551
$2.69K ﹤0.01%
26
552
$2.52K ﹤0.01%
88
553
$2.39K ﹤0.01%
+75
554
$2.27K ﹤0.01%
50
-538
555
$2.22K ﹤0.01%
+105
556
$2.18K ﹤0.01%
20
557
$2.15K ﹤0.01%
135
-8
558
$2.05K ﹤0.01%
+250
559
$1.97K ﹤0.01%
+29
560
$1.97K ﹤0.01%
21
-1
561
$1.9K ﹤0.01%
16
562
$1.86K ﹤0.01%
+42
563
$1.82K ﹤0.01%
+70
564
$1.77K ﹤0.01%
49
565
$1.75K ﹤0.01%
8
-11
566
$1.7K ﹤0.01%
68
567
$1.68K ﹤0.01%
18
568
$1.67K ﹤0.01%
40
569
$1.66K ﹤0.01%
46
570
$1.59K ﹤0.01%
+410
571
$1.56K ﹤0.01%
37
-1,248
572
$1.52K ﹤0.01%
+25
573
$1.46K ﹤0.01%
84
574
$1.4K ﹤0.01%
31
575
$1.4K ﹤0.01%
19
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24 25