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
76
$210K 0.01%
1,152
-410
77
$207K 0.01%
1,257
78
$205K 0.01%
596
+51
79
– –
-36,083
80
– –
-2,723
81
– –
-1,369
82
– –
-72,293
1 2 3
4