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OWM
Orgel Wealth Management Portfolio holdings
AUM
$5.27B
1-Year Est. Return
16.18%
This Fund
S&P 500
This Quarter
Est. Return
+2.65%
1 Year Est. Return
+16.18%
3 Year Est. Return
+36.64%
5 Year Est. Return
+25.75%
10 Year Est. Return
+101.16%
AUM
$274M
AUM Growth
+$46.2M
(+20%)
Cap. Flow
+$40.4M
Cap. Flow
% of AUM
14.73%
Top 10 Holdings %
Top 10 Hldgs %
98.42%
Holding
31
New
4
Increased
12
Reduced
10
Closed
3
Top Buys
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$54.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.48M |
| 3 |
Ecolab
ECL
|
+$236K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$191K |
| 5 |
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
iShares International Equity Factor ETF
INTF
$3.52B
| $205K | 0.07% |
+7,805
| New | +$203K |
|
27
Meta Platforms (Facebook)
META
$1.69T
| $204K | 0.07% |
1,352
-156
| -10% | -$23.2K |
|
|
HYB
28
DELISTED
New America High Income Fund, Inc.
HYB
| $95K | 0.03% |
10,041
| – | – |
|
|
29
Ecolab
ECL
$76.9B
| – | – |
-1,875
| Closed | -$236K |
|
|
30
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
| – | – |
-622,879
| Closed | -$54.7M |
|
|
31
Independence Realty Trust
IRT
$3.99B
| – | – |
-10,325
| Closed | -$97K |
|
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