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
76
$214K 0.01%
6,283
77
$211K 0.01%
485
78
$210K 0.01%
1,189
79
– –
-1,237,818
1 2 3
4