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
$4B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$92.5M
2
+$32.3M
3
+$20.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$20.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$19.4M

Top Sells

1
+$59.2M
2
+$54.8M
3
+$30.4M
4
JSML icon
Janus Henderson Small Cap Growth Alpha ETF
JSML
+$17.1M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$997K

Sector Composition

1 Technology 0.1%
2 Financials 0.04%
3 Industrials 0.02%
4 Healthcare 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.01%
485
77
$235K 0.01%
1,115
+36
78
$225K 0.01%
1,297
+40
79
$221K 0.01%
545
-51
80
$220K 0.01%
+1,359
81
$220K 0.01%
477
-61
1 2 3
4