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
51
$102K 0.03%
11,000
52
– –
-2,918
1 2
3