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
76
– –
-16,349
1 2 3
4