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
151
$256K 0.08%
548
+63
152
$252K 0.08%
+9,846
153
$245K 0.08%
1,047
-200
154
$238K 0.07%
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155
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238
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156
$235K 0.07%
+481
157
$234K 0.07%
396
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158
$233K 0.07%
2,128
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159
$227K 0.07%
2,557
+51
160
$226K 0.07%
3,032
+1,772
161
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+3,248
162
$220K 0.07%
2,718
+2,584
163
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164
$218K 0.07%
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165
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516
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166
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167
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169
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170
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172
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173
$185K 0.06%
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174
$185K 0.06%
1,248
-238
175
$184K 0.06%
2,005
+1,296
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