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
$797M
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$14M
3
+$5.34M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.36M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.99M

Top Sells

1
+$1.8M
2
+$652K
3
+$292K
4
JPM icon
JPMorgan Chase
JPM
+$192K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$143K

Sector Composition

1 Technology 0.4%
2 Healthcare 0.1%
3 Materials 0.1%
4 Consumer Discretionary 0.08%
5 Real Estate 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.03%
3,860
52
$234K 0.03%
8,582
53
$231K 0.03%
3,507
-182
54
$229K 0.03%
1,000
55
$224K 0.03%
1,000
56
$221K 0.03%
1,344
57
$219K 0.03%
+4,244
58
$213K 0.03%
+600
59
– –
-1,260
1 2
3