OWA

Opal Wealth Advisors Portfolio holdings

AUM $324M
AUM
$324M
AUM Growth
-$8.78M
Cap. Flow
+$2.25M
Cap. Flow %
0.69%
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

1Technology8.92%
2Financials6.89%
3Healthcare3.74%
4Industrials2.7%
5Consumer Discretionary2.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$97.7K0.03%1,016 New
+$97.7K
$96.8K0.03%1,641 New
+$96.8K
$96.4K0.03%1,010 New
+$96.4K
$95.6K0.03%365 New
+$95.6K
$95.5K0.03%4,145 New
+$95.5K
$95.3K0.03%1,027 New
+$95.3K
$92.9K0.03%1,120 New
+$92.9K
$90.3K0.03%1,070 New
+$90.3K
$89.9K0.03%159 New
+$89.9K
$89.5K0.03%3,018 New
+$89.5K
$89.4K0.03%411 New
+$89.4K
$89.1K0.03%292 New
+$89.1K
$88K0.03%2,056 New
+$88K
$87.8K0.03%45 New
+$87.8K
$86.1K0.03%2,470 New
+$86.1K
$85.7K0.03%5,155 New
+$85.7K
$84.5K0.03%4,204
-8,016
-66%
-$161K
$83.5K0.03%2,583 New
+$83.5K
$82K0.03%709 New
+$82K
$81.9K0.03%169 New
+$81.9K
$81.6K0.03%529 New
+$81.6K
$78.9K0.02%341 New
+$78.9K
$78.7K0.02%848
-5,452
-87%
-$506K
$78.1K0.02%602 New
+$78.1K
$77.7K0.02%3,543 New
+$77.7K
1 101112131422