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
576
$1.34K ﹤0.01%
18
577
$1.27K ﹤0.01%
+16
578
$1.16K ﹤0.01%
+15
579
$1.14K ﹤0.01%
+100
580
$1.02K ﹤0.01%
+27
581
$1.01K ﹤0.01%
+15
582
$990 ﹤0.01%
+60
583
$981 ﹤0.01%
+10
584
$971 ﹤0.01%
15
-33
585
$966 ﹤0.01%
+10
586
$941 ﹤0.01%
12
-8
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$934 ﹤0.01%
522
588
$918 ﹤0.01%
3
-172
589
$908 ﹤0.01%
11
+10
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$861 ﹤0.01%
+67
591
$829 ﹤0.01%
+25
592
$793 ﹤0.01%
3
593
$742 ﹤0.01%
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594
$682 ﹤0.01%
1
-3
595
$668 ﹤0.01%
+32
596
$637 ﹤0.01%
+18
597
$602 ﹤0.01%
+42
598
$552 ﹤0.01%
+13
599
$520 ﹤0.01%
+400
600
$505 ﹤0.01%
+7
22 23
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