OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+1.71%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(-13%)
Cap. Flow
-$43.7M
Cap. Flow
% of AUM
-17.04%
Top 10 Holdings %
Top 10 Hldgs %
90.61%
Holding
43
New
5
Increased
20
Reduced
10
Closed
2
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.01M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$625K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$370K |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
$360K |
| 5 |
WisdomTree US MidCap Fund
EZM
|
$232K |
Top Sells
Sector Composition
| 1 | Technology | 0.53% |
| 2 | Financials | 0.36% |
| 3 | Healthcare | 0.19% |
| 4 | Real Estate | 0.12% |
| 5 | Materials | 0.09% |
