OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
This Quarter Return
-6.45%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$331M
AUM Growth
+$331M
(+45%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
37.23%
Top 10 Holdings %
Top 10 Hldgs %
91.83%
Holding
42
New
4
Increased
22
Reduced
5
Closed
4
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$149M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$31.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.22M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$2.71M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.49M |
Top Sells
Sector Composition
| 1 | Technology | 0.31% |
| 2 | Financials | 0.2% |
| 3 | Healthcare | 0.08% |
| 4 | Consumer Discretionary | 0.07% |
| 5 | Real Estate | 0.07% |
