OWP

ORG Wealth Partners Portfolio holdings

AUM $426M
1-Year Est. Return 60.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.94%
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
+$4.37M
3
+$3.25M
4
CFIT
Cambria Fixed Income Trend ETF
CFIT
+$2.91M
5
PLTR icon
Palantir
PLTR
+$2.8M

Top Sells

1
+$16.2M
2
+$3.13M
3
+$1.55M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.1M
5
TFPN icon
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
+$571K

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
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