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
176
$180K 0.06%
1,120
+663
177
$177K 0.05%
799
+150
178
$177K 0.05%
2,674
-753
179
$176K 0.05%
998
-2,136
180
$175K 0.05%
19,922
+17,447
181
$172K 0.05%
1,406
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182
$171K 0.05%
3,104
183
$170K 0.05%
1,854
+1,233
184
$168K 0.05%
462
-1,024
185
$166K 0.05%
+25,206
186
$161K 0.05%
1,465
+818
187
$157K 0.05%
+1,015
188
$152K 0.05%
2,161
-886
189
$152K 0.05%
4,460
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190
$152K 0.05%
1,235
+1,163
191
$149K 0.05%
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-2,329
192
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193
$148K 0.05%
1,332
-1,069
194
$148K 0.05%
2,378
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195
$146K 0.04%
716
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196
$145K 0.04%
1,901
-2,825
197
$141K 0.04%
299
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198
$141K 0.04%
699
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199
$138K 0.04%
620
+147
200
$137K 0.04%
812
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6 7
8
9 10