OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+3.58%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(+45%)
Cap. Flow
+$64.5M
Cap. Flow
% of AUM
27.95%
Top 10 Holdings %
Top 10 Hldgs %
98.89%
Holding
24
New
4
Increased
6
Reduced
3
Closed
5
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$63.8M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.91M |
| 3 |
Exxon Mobil
XOM
|
$315K |
| 4 |
Royal Bank of Canada
RY
|
$236K |
| 5 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$214K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
$1.95M |
| 2 |
PMM
Putnam Managed Municipal Income
PMM
|
$704K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$301K |
| 4 |
Apple
AAPL
|
$202K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$181K |
Sector Composition
| 1 | Energy | 0.25% |
| 2 | Consumer Staples | 0.16% |
| 3 | Healthcare | 0.12% |
| 4 | Financials | 0.1% |
| 5 | Utilities | 0.09% |
