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
$274M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$89.3M
2
+$4.07M
3
+$3.79M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$239K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$212K

Top Sells

1
+$54.7M
2
+$1.49M
3
+$236K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$192K
5
IRT icon
Independence Realty Trust
IRT
+$97K

Sector Composition

1 Technology 0.31%
2 Energy 0.16%
3 Consumer Staples 0.15%
4 Financials 0.11%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$205K 0.07%
+7,805
27
$204K 0.07%
1,352
-156
28
$95K 0.03%
10,041
29
– –
-10,325
30
– –
-622,879
31
– –
-1,875
1
2