OWM

Orgel Wealth Management Portfolio holdings

AUM $4.53B
1-Year Est. Return 12.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$222M
3
+$100M
4
BND icon
Vanguard Total Bond Market
BND
+$70.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$21.4M

Top Sells

1
+$191M
2
+$55.3M
3
+$12.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.92M

Sector Composition

1 Technology 0.16%
2 Industrials 0.07%
3 Healthcare 0.05%
4 Financials 0.03%
5 Materials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,773
1 2 3
4