OWA
Opal Wealth Advisors Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
-$8.78M (-3%)
Cap. Flow
+$2.25M
Cap. Flow % of AUM
0.69%
Top 10 Holdings %Top 10 Hldgs %
57.81%
Holding
535
New
344
Increased
96
Reduced
86
Closed
4
Top Buys
| 1 | $9.29M | |
| 2 | $8.17M | |
| 3 | $3.42M | |
| 4 | $2.07M | |
| 5 | $1.68M |
Top Sells
| 1 | $12.2M | |
| 2 | $8.14M | |
| 3 | $6.94M | |
| 4 | $6.09M | |
| 5 | $4.14M |
Sector Composition
| 1 | Technology | 8.92% |
| 2 | Financials | 6.89% |
| 3 | Healthcare | 3.74% |
| 4 | Industrials | 2.7% |
| 5 | Consumer Discretionary | 2.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $141K | 0.04% | 2,306 | New | +$141K | |||
| $140K | 0.04% | 1,584 | New | +$140K | |||
| $138K | 0.04% | 420 | New | +$138K | |||
| $138K | 0.04% | 674 | New | +$138K | |||
| $138K | 0.04% | 374 | New | +$138K | |||
| $137K | 0.04% | 3,272 | New | +$137K | |||
| $137K | 0.04% | 12,008 +1,429 | +14% | +$16.3K | |||
| $131K | 0.04% | 4,989 | New | +$131K | |||
| $128K | 0.04% | 799 | New | +$128K | |||
| $128K | 0.04% | 528 | New | +$128K | |||
| $127K | 0.04% | 1,535 | New | +$127K | |||
| $127K | 0.04% | 2,009 | New | +$127K | |||
| $127K | 0.04% | 3,912 | New | +$127K | |||
| $126K | 0.04% | 704 | New | +$126K | |||
| $126K | 0.04% | 293 | New | +$126K | |||
| $125K | 0.04% | 433 | New | +$125K | |||
| $124K | 0.04% | 156 | New | +$124K | |||
| $123K | 0.04% | 489 | New | +$123K | |||
| $123K | 0.04% | 2,772 | New | +$123K | |||
| $122K | 0.04% | 1,773 | New | +$122K | |||
| $121K | 0.04% | 809 | New | +$121K | |||
| $120K | 0.04% | 1,640 | New | +$120K | |||
| $119K | 0.04% | 1,066 | New | +$119K | |||
| $119K | 0.04% | 7,429 | New | +$119K | |||
| $118K | 0.04% | 2,183 | New | +$118K |
