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
$706M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$65.5M
3
+$14.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.65M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.4M

Top Sells

1
+$8.91M
2
+$367K
3
+$302K
4
VUG icon
Vanguard Growth ETF
VUG
+$133K
5
AAPL icon
Apple
AAPL
+$86.1K

Sector Composition

1 Technology 0.38%
2 Healthcare 0.11%
3 Materials 0.11%
4 Financials 0.1%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$706K 0.1%
1,938
+127
27
$522K 0.07%
3,264
28
$499K 0.07%
10,557
29
$498K 0.07%
3,220
+160
30
$488K 0.07%
3,290
31
$450K 0.06%
1,853
-267
32
$431K 0.06%
+4,000
33
$385K 0.05%
+972
34
$372K 0.05%
3,431
35
$329K 0.05%
6,420
36
$327K 0.05%
1,580
+24
37
$323K 0.05%
20,040
+834
38
$300K 0.04%
1,981
39
$295K 0.04%
1,000
40
$285K 0.04%
801
41
$285K 0.04%
1,289
42
$284K 0.04%
764
-138
43
$277K 0.04%
2,100
44
$275K 0.04%
2,721
-154
45
$264K 0.04%
+800
46
$257K 0.04%
1,200
47
$253K 0.04%
1,786
+17
48
$250K 0.04%
9,640
+812
49
$250K 0.04%
2,617
+59
50
$245K 0.03%
+3,689
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