OWA

Opal Wealth Advisors Portfolio holdings

AUM $359M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
+12.14%
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
301
$82.1K 0.03%
+600
302
$82.1K 0.03%
+1,196
303
$79.8K 0.03%
+1,059
304
$76.9K 0.02%
+250
305
$76.8K 0.02%
602
306
$75.8K 0.02%
+639
307
$75.1K 0.02%
+1,013
308
$73.5K 0.02%
+3,510
309
$73.4K 0.02%
+667
310
$73.3K 0.02%
750
+748
311
$73K 0.02%
+2,165
312
$72.2K 0.02%
+249
313
$71.2K 0.02%
+740
314
$70.6K 0.02%
+350
315
$70.6K 0.02%
913
-63
316
$69.9K 0.02%
+657
317
$69.4K 0.02%
+1,012
318
$68.9K 0.02%
+1,100
319
$68.9K 0.02%
+286
320
$68.8K 0.02%
+1,657
321
$67.3K 0.02%
+313
322
$66.1K 0.02%
+852
323
$65.3K 0.02%
+208
324
$65.1K 0.02%
+79
325
$65.1K 0.02%
7,342
-91