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
$3.7B
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$12.5M
3
+$9.31M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$7.25M

Top Sells

1
+$18.7M
2
+$8.41M
3
+$5.7M
4
BND icon
Vanguard Total Bond Market
BND
+$4.59M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.4M

Sector Composition

1 Technology 0.11%
2 Financials 0.04%
3 Industrials 0.02%
4 Consumer Discretionary 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.02%
1,268
+63
52
$673K 0.02%
27,602
+2,661
53
$608K 0.02%
2,043
54
$511K 0.01%
1,014
+14
55
$510K 0.01%
2,455
56
$508K 0.01%
2,628
+188
57
$478K 0.01%
1,822
58
$437K 0.01%
2,865
59
$422K 0.01%
2,420
60
$418K 0.01%
4,656
61
$405K 0.01%
3,801
-203
62
$394K 0.01%
892
+91
63
$350K 0.01%
2,000
64
$322K 0.01%
4,310
+395
65
$303K 0.01%
2,742
-95
66
$297K 0.01%
1,800
-76
67
$285K 0.01%
4,870
68
$263K 0.01%
485
69
$261K 0.01%
513
+23
70
$254K 0.01%
8,691
71
$247K 0.01%
6,283
72
$237K 0.01%
1,000
73
$235K 0.01%
706
74
$219K 0.01%
538
+61
75
$218K 0.01%
1,079
+24
1 2
3
4