OWM

Orgel Wealth Management Portfolio holdings

AUM $4.38B
1-Year Est. Return 9.25%
This Quarter Est. Return
1 Year Est. Return
+9.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$5.23M
3
+$3.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$536K
5
AAPL icon
Apple
AAPL
+$202K

Top Sells

1
+$5.1M
2
+$2.93M
3
+$1.9M
4
VTV icon
Vanguard Value ETF
VTV
+$732K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$290K

Sector Composition

1 Consumer Staples 0.22%
2 Energy 0.18%
3 Healthcare 0.17%
4 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,805
27
– –
-3,360
1
2