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
$287M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.64M
3
+$742K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$615K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$386K

Top Sells

1
+$1.69M
2
+$1.26M
3
+$842K
4
GE icon
GE Aerospace
GE
+$231K
5
XOM icon
Exxon Mobil
XOM
+$212K

Sector Composition

1 Technology 0.31%
2 Consumer Staples 0.13%
3 Financials 0.11%
4 Healthcare 0.09%
5 Utilities 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.08%
8,606
+801
27
$232K 0.08%
3,394
-270
28
$227K 0.08%
+4,794
29
$220K 0.08%
1,289
-63
30
$216K 0.08%
3,290
31
$203K 0.07%
1,728
-568
32
– –
-10,041
33
– –
-2,625
34
– –
-1,782
1
2