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
51
$286K 0.02%
801
52
$280K 0.02%
2,455
-59
53
$277K 0.02%
800
54
$267K 0.02%
5,562
+112
55
$253K 0.02%
3,507
56
$245K 0.02%
9,944
+10
57
$238K 0.02%
1,344
-25
58
$238K 0.02%
485
59
$222K 0.02%
1,000
-125
60
$218K 0.02%
600
61
$213K 0.01%
+600
62
$213K 0.01%
2,000
63
$212K 0.01%
1,200
64
$209K 0.01%
1,000
-18
65
$200K 0.01%
2,612
66
– –
-8,582
67
– –
-9,040
68
– –
-11,229
69
– –
-583
1 2
3