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
$77.7K0.02%165 New
+$77.7K
$77.6K0.02%305 New
+$77.6K
$75.7K0.02%734 New
+$75.7K
$75.4K0.02%839 New
+$75.4K
$73.7K0.02%16 New
+$73.7K
$73.5K0.02%430 New
+$73.5K
$73.2K0.02%365 New
+$73.2K
$73K0.02%2,573 New
+$73K
$72.9K0.02%1,088 New
+$72.9K
$72.8K0.02%373 New
+$72.8K
$72.8K0.02%8,250 New
+$72.8K
$72K0.02%2,020 New
+$72K
$69.9K0.02%482 New
+$69.9K
$68.3K0.02%1,143 New
+$68.3K
$68.2K0.02%1,069 New
+$68.2K
$68K0.02%1,344 New
+$68K
$66.5K0.02%244 New
+$66.5K
$66K0.02%660
-2,138
-76%
-$214K
$65.9K0.02%601 New
+$65.9K
$65.5K0.02%1,111
-8,460
-88%
-$499K
$65.4K0.02%620 New
+$65.4K
$65K0.02%335 New
+$65K
$65K0.02%8,000 New
+$65K
$64.8K0.02%684 New
+$64.8K
$64.6K0.02%2,110 New
+$64.6K
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