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
$2.96B
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$44.7M
3
+$6.84M
4
BND icon
Vanguard Total Bond Market
BND
+$5.29M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$3.19M

Top Sells

1
+$121M
2
+$10.4M
3
+$9.21M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.54M

Sector Composition

1 Technology 0.14%
2 Healthcare 0.04%
3 Industrials 0.03%
4 Financials 0.02%
5 Real Estate 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.02%
2,595
+605
52
$547K 0.02%
2,008
-94
53
$515K 0.02%
6,601
54
$489K 0.02%
11,183
-39,256
55
$480K 0.02%
2,043
56
$479K 0.02%
3,290
57
$389K 0.01%
4,120
-1,484
58
$373K 0.01%
943
+142
59
$358K 0.01%
2,361
-32
60
$357K 0.01%
2,106
+306
61
$352K 0.01%
2,924
+924
62
$342K 0.01%
2,455
63
$342K 0.01%
2,690
+90
64
$313K 0.01%
2,011
+713
65
$305K 0.01%
18,345
-2,625
66
$301K 0.01%
+561
67
$301K 0.01%
1,002
+2
68
$292K 0.01%
3,198
-507
69
$288K 0.01%
4,299
-7,025
70
$283K 0.01%
+6,510
71
$255K 0.01%
10,718
-2,515
72
$247K 0.01%
490
73
$241K 0.01%
4,840
74
$239K 0.01%
1,038
+38
75
$215K 0.01%
+526
1 2
3
4