OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+6.83%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$706M
AUM Growth
+$706M
(+45%)
Cap. Flow
+$187M
Cap. Flow
% of AUM
26.45%
Top 10 Holdings %
Top 10 Hldgs %
86.78%
Holding
58
New
9
Increased
26
Reduced
6
Closed
2
Top Buys
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
$92.1M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$65.5M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$14.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.65M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
$4.4M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$8.91M |
| 2 |
ProShares Short S&P500
SH
|
$367K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$302K |
| 4 |
Vanguard Growth ETF
VUG
|
$133K |
| 5 |
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% |
