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
$155M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$384K
2 +$330K
3 +$301K
4
JNJ icon
Johnson & Johnson
JNJ
+$214K
5
UNP icon
Union Pacific
UNP
+$210K

Sector Composition

1 Energy 0.36%
2 Consumer Staples 0.19%
3 Technology 0.18%
4 Financials 0.17%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,152