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
51
$231K 0.03%
8,582
52
$230K 0.03%
+3,860
53
$222K 0.03%
1,000
54
$221K 0.03%
1,344
55
$221K 0.03%
+1,000
56
$192K 0.03%
+1,260
57
– –
-2,138
58
– –
-5,105
1 2
3