Orgel Wealth Management, LLC
CIK Number: 0001658535
3.83B
Market Value
77
# of Holdings
15 months
Avg. Holding Period
93.51%
Win Rate
24.51%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Scotts... | 58.48 | -0.26% | 7.17M | +4.80% | 423.26M | 57.99 | 10.59% | |
| 2 | Ishares Tr | 107.25 | -0.40% | 3.67M | +2.23% | 398.97M | 108.18 | 9.99% | |
| 3 | Schwab Strategi... | 28.34 | -0.68% | 4.26M | +1.69% | 359.87M | 21.22 | 9.01% | |
| 4 | Vanguard Bd Ind... | 73.59 | -0.10% | 4.24M | +2.13% | 318.7M | 76.52 | 7.98% | |
| 5 | Ishares Tr | 586.14 | -1.83% | 426.06K | +5.04% | 245.76M | 464.55 | 6.15% |
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