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
51
$1.07M 0.33%
10,177
+5,665
52
$1.04M 0.32%
+22,975
53
$1.01M 0.31%
79,570
+73,320
54
$995K 0.31%
10,720
+3,120
55
$988K 0.3%
7,203
+2,861
56
$979K 0.3%
16,675
+16,564
57
$969K 0.3%
48,195
+1,326
58
$917K 0.28%
2,922
+1,289
59
$898K 0.28%
+6,007
60
$884K 0.27%
+15,539
61
$870K 0.27%
1,080
-550
62
$860K 0.26%
1,567
+47
63
$853K 0.26%
7,584
+77
64
$851K 0.26%
5,419
+145
65
$845K 0.26%
+1,496
66
$839K 0.26%
12,019
+11,563
67
$814K 0.25%
5,517
+683
68
$809K 0.25%
1,440
+728
69
$793K 0.24%
2,630
-495
70
$784K 0.24%
2,557
+1,098
71
$763K 0.23%
28,064
+5,652
72
$753K 0.23%
6,070
-29
73
$733K 0.23%
2,712
+608
74
$718K 0.22%
7,218
+5,265
75
$716K 0.22%
3,446
+76
1 2
3
4 5