OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+4.52%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$1.04B
AUM Growth
+$1.04B
(+18%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
11.57%
Top 10 Holdings %
Top 10 Hldgs %
84.98%
Holding
68
New
7
Increased
30
Reduced
13
Closed
6
Top Buys
| 1 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$98.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$11.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$10.8M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$7.51M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
$6.73M |
Top Sells
Sector Composition
| 1 | Technology | 0.55% |
| 2 | Consumer Discretionary | 0.11% |
| 3 | Materials | 0.08% |
| 4 | Healthcare | 0.08% |
| 5 | Real Estate | 0.06% |
