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
276
$95.6K 0.03%
+492
277
$95.6K 0.03%
+1,686
278
$95.4K 0.03%
634
-189
279
$95.1K 0.03%
+24
280
$93.8K 0.03%
+1,988
281
$93.7K 0.03%
+114
282
$93.5K 0.03%
+615
283
$92.7K 0.03%
+310
284
$92.5K 0.03%
1,206
-13
285
$92.5K 0.03%
+1,281
286
$92.4K 0.03%
+1,465
287
$91.8K 0.03%
367
+144
288
$91.7K 0.03%
+5,191
289
$88.2K 0.03%
+6,842
290
$88K 0.03%
1,748
+23
291
$87.9K 0.03%
+1,394
292
$86.9K 0.03%
+826
293
$86.3K 0.03%
+289
294
$85.7K 0.03%
1,285
+187
295
$85.5K 0.03%
1,052
-12
296
$85K 0.03%
+3,207
297
$84.8K 0.03%
503
-42
298
$84.2K 0.03%
+823
299
$83.8K 0.03%
+1,269
300
$83.8K 0.03%
+1,199
10 11
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