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
$1.46B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$114M
3
+$17.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$15.8M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$10.4M

Top Sells

1
+$51.6M
2
+$3.41M
3
+$2.21M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.12%
5,611
-992
27
$951K 0.07%
3,308
28
$818K 0.06%
+5,048
29
$792K 0.05%
1,615
30
$717K 0.05%
6,643
+2,946
31
$590K 0.04%
5,639
+888
32
$590K 0.04%
3,264
33
$563K 0.04%
2,474
+316
34
$559K 0.04%
+6,773
35
$532K 0.04%
+3,265
36
$524K 0.04%
1,160
+165
37
$507K 0.03%
10,557
38
$492K 0.03%
3,020
-2,260
39
$491K 0.03%
1,770
-20
40
$486K 0.03%
+11,345
41
$477K 0.03%
3,290
42
$383K 0.03%
752
-67
43
$360K 0.02%
1,512
-20
44
$318K 0.02%
1,918
45
$313K 0.02%
17,598
46
$311K 0.02%
6,420
47
$309K 0.02%
+12,297
48
$301K 0.02%
1,464
+100
49
$296K 0.02%
1,769
-37
50
$293K 0.02%
2,607
-263
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