OWA

Opal Wealth Advisors Portfolio holdings

AUM $360M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,276
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.19M
3
+$792K
4
LRGE icon
ClearBridge Large Cap Growth Select ETF
LRGE
+$559K
5
AAPL icon
Apple
AAPL
+$526K

Top Sells

1
+$5.62M
2
+$2.33M
3
+$1.05M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$880K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$753K

Sector Composition

1 Technology 8.03%
2 Healthcare 3.91%
3 Financials 3.81%
4 Consumer Discretionary 2.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$142K 0.05%
+188
227
$142K 0.05%
+507
228
$142K 0.05%
+3,094
229
$140K 0.05%
+7,339
230
$138K 0.04%
+587
231
$138K 0.04%
+1,366
232
$138K 0.04%
+1,547
233
$137K 0.04%
+1,488
234
$137K 0.04%
2,486
-779
235
$136K 0.04%
+3,925
236
$136K 0.04%
+4,467
237
$135K 0.04%
+1,378
238
$135K 0.04%
3,281
-723
239
$135K 0.04%
+2,624
240
$133K 0.04%
+81
241
$132K 0.04%
+1,352
242
$132K 0.04%
+790
243
$131K 0.04%
+1,412
244
$129K 0.04%
+2,397
245
$127K 0.04%
2,263
+608
246
$124K 0.04%
+1,339
247
$123K 0.04%
+10,900
248
$121K 0.04%
+1,773
249
$119K 0.04%
+4,147
250
$116K 0.04%
+574
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