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
$301M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$34.2M
3 +$17.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.7M
5
ET icon
Energy Transfer Partners
ET
+$5.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.21%
2 Financials 6.91%
3 Real Estate 6.15%
4 Healthcare 4.6%
5 Energy 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$258K 0.09%
+2,051
102
$256K 0.09%
+447
103
$251K 0.08%
+3,214
104
$251K 0.08%
+2,407
105
$251K 0.08%
+1,538
106
$250K 0.08%
+6,060
107
$249K 0.08%
+2,264
108
$247K 0.08%
+909
109
$243K 0.08%
+1,671
110
$242K 0.08%
+434
111
$240K 0.08%
+996
112
$240K 0.08%
+5,390
113
$239K 0.08%
+1,821
114
$235K 0.08%
+1,803
115
$234K 0.08%
+2,594
116
$232K 0.08%
+5,874
117
$231K 0.08%
+447
118
$226K 0.08%
+1,397
119
$223K 0.07%
+2,125
120
$221K 0.07%
+8,665
121
$216K 0.07%
+821
122
$211K 0.07%
+239
123
$197K 0.07%
+2,352
124
$195K 0.07%
+2,005
125
$195K 0.06%
+20,512