OWM
Orgel Wealth Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+3.76%
1 Year Return
+9.57%
3 Year Return
+22.38%
5 Year Return
+41.59%
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+4.6%)
Cap. Flow
+$2.34M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
97.91%
Holding
34
New
6
Increased
10
Reduced
11
Closed
3
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.69M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.26M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$842K |
| 4 |
GE Aerospace
GE
|
$231K |
| 5 |
Exxon Mobil
XOM
|
$212K |
Sector Composition
| 1 | Technology | 0.31% |
| 2 | Consumer Staples | 0.13% |
| 3 | Financials | 0.11% |
| 4 | Healthcare | 0.09% |
| 5 | Utilities | 0.09% |
