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
$364M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$29.5M
3
+$6.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.84M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.8M

Top Sells

1
+$2.59M
2
+$678K
3
+$387K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$185K
5
VUG icon
Vanguard Growth ETF
VUG
+$72.1K

Sector Composition

1 Technology 0.49%
2 Financials 0.2%
3 Healthcare 0.12%
4 Consumer Discretionary 0.09%
5 Real Estate 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$609K 0.17%
1,623
27
$546K 0.15%
3,824
28
$488K 0.13%
2,982
+739
29
$461K 0.13%
6,642
-48
30
$424K 0.12%
1,432
-31
31
$374K 0.1%
4,458
32
$367K 0.1%
2,942
+245
33
$351K 0.1%
2,575
-70
34
$331K 0.09%
1,879
-120
35
$324K 0.09%
5,329
+44
36
$307K 0.08%
3,290
37
$294K 0.08%
+4,927
38
$276K 0.08%
1,665
+170
39
$266K 0.07%
1,907
40
$260K 0.07%
2,779
-154
41
$239K 0.07%
801
42
$237K 0.07%
2,560
-80
43
$236K 0.06%
1,729
+70
44
$233K 0.06%
2,940
-760
45
$232K 0.06%
1,200
46
$229K 0.06%
8,582
47
$221K 0.06%
+752
48
$211K 0.06%
1,444
-301
49
$208K 0.06%
+1,168
50
$205K 0.06%
+1,000
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