OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
1-Year Return
9.57%
This Quarter Return
-4.35%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$1.46B
AUM Growth
+$421M
(+41%)
Cap. Flow
+$458M
Cap. Flow
% of AUM
31.42%
Top 10 Holdings %
Top 10 Hldgs %
86.33%
Holding
69
New
7
Increased
24
Reduced
18
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$311M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$114M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$17.9M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$15.8M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$10.4M |
Top Sells
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$51.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.41M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.21M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.92M |
| 5 |
Apple
AAPL
|
$734K |
Sector Composition
| 1 | Technology | 0.26% |
| 2 | Healthcare | 0.12% |
| 3 | Energy | 0.07% |
| 4 | Materials | 0.05% |
| 5 | Industrials | 0.04% |
