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
$2.6B
AUM Growth
+$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$69.2M
3
+$60.9M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$51M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$38.8M

Top Sells

1
+$54.9M
2
+$6.26M
3
+$5.79M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$5.63M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.21M

Sector Composition

1 Technology 0.1%
2 Industrials 0.07%
3 Healthcare 0.03%
4 Financials 0.02%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.02%
3,264
52
$497K 0.02%
2,320
+15
53
$430K 0.02%
+2,043
54
$423K 0.02%
2,212
-40
55
$403K 0.02%
3,290
56
$361K 0.01%
2,378
-203
57
$356K 0.01%
10,557
58
$343K 0.01%
647
-80
59
$340K 0.01%
1,884
-4
60
$322K 0.01%
3,847
-637
61
$318K 0.01%
2,455
62
$294K 0.01%
19,695
+2,097
63
$279K 0.01%
801
64
$273K 0.01%
11,476
-244
65
$261K 0.01%
7,944
-5,529
66
$253K 0.01%
1,434
-112
67
$249K 0.01%
485
68
$245K 0.01%
2,920
-160
69
$237K 0.01%
+4,890
70
$232K 0.01%
3,307
71
$228K 0.01%
1,306
+6
72
$226K 0.01%
+2,000
73
$220K 0.01%
+1,000
74
$210K 0.01%
+6,283
75
$204K 0.01%
+1,348
1 2
3
4