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
201
$85.3K 0.03%
+869
202
$85K 0.03%
+958
203
$84.7K 0.03%
+171
204
$84.4K 0.03%
+1,904
205
$84K 0.03%
+487
206
$83.1K 0.03%
+1,404
207
$83K 0.03%
+2,022
208
$81.4K 0.03%
+1,250
209
$80.8K 0.03%
+1,430
210
$80.8K 0.03%
+667
211
$80K 0.03%
+2,864
212
$79.6K 0.03%
+1,271
213
$79.5K 0.03%
+2,004
214
$78.8K 0.03%
+2,960
215
$76.4K 0.03%
+469
216
$74.8K 0.02%
+569
217
$73.1K 0.02%
+694
218
$73K 0.02%
+2,332
219
$72.1K 0.02%
+2,145
220
$71.5K 0.02%
+3,252
221
$69.9K 0.02%
+6,686
222
$69.2K 0.02%
+3,605
223
$68.4K 0.02%
+292
224
$67.6K 0.02%
+2,711
225
$66.2K 0.02%
+691