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
$3.65B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$73.5M
3
+$38.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$38.4M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$28.9M

Top Sells

1
+$112M
2
+$48.2M
3
+$37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.36M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.63M

Sector Composition

1 Technology 0.1%
2 Financials 0.04%
3 Industrials 0.02%
4 Healthcare 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.02%
24,941
+25
52
$588K 0.02%
2,043
53
$508K 0.01%
2,455
-36
54
$493K 0.01%
1,822
+12
55
$486K 0.01%
1,000
-22
56
$475K 0.01%
2,865
57
$443K 0.01%
4,004
-280
58
$440K 0.01%
2,440
-234
59
$436K 0.01%
4,656
-40
60
$433K 0.01%
2,420
-57
61
$386K 0.01%
801
-58
62
$352K 0.01%
3,597
-5,417
63
$344K 0.01%
2,000
-96
64
$328K 0.01%
1,876
+31
65
$324K 0.01%
2,837
-391
66
$298K 0.01%
3,915
67
$296K 0.01%
4,870
-765
68
$285K 0.01%
1,562
+4
69
$280K 0.01%
1,331
70
$268K 0.01%
1,000
-11
71
$259K 0.01%
8,691
-5,365
72
$259K 0.01%
706
-79
73
$257K 0.01%
6,283
74
$251K 0.01%
485
75
$242K 0.01%
490
-93
1 2
3
4