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
$324M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.1M
3
+$3.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$563K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$469K

Top Sells

1
+$15.3M
2
+$3.44M
3
+$2.21M
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$1.16M
5
ADP icon
Automatic Data Processing
ADP
+$435K

Sector Composition

1 Technology 44.56%
2 Financials 11.14%
3 Real Estate 4.84%
4 Energy 4.6%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80.6K 0.02%
1,630
202
$80.2K 0.02%
647
-3,404
203
$79.5K 0.02%
468
+252
204
$78.8K 0.02%
1,748
-424
205
$78.7K 0.02%
1,428
+1,070
206
$78.1K 0.02%
405
-83
207
$77K 0.02%
+1,058
208
$76.5K 0.02%
+6,250
209
$76.1K 0.02%
+732
210
$75.2K 0.02%
503
-89
211
$74.9K 0.02%
457
-30
212
$74.6K 0.02%
+911
213
$74K 0.02%
3,252
214
$73.6K 0.02%
1,740
-370
215
$73K 0.02%
631
+215
216
$72.9K 0.02%
985
+82
217
$72.2K 0.02%
2,329
-3
218
$72.2K 0.02%
4,211
-2,948
219
$71.4K 0.02%
331
-44
220
$70.2K 0.02%
642
-115
221
$70.2K 0.02%
691
222
$69.8K 0.02%
9,432
223
$69.8K 0.02%
7,578
-1,661,916
224
$69.3K 0.02%
+398
225
$68.8K 0.02%
694
7 8
9
10 11