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
$64.6K0.02%998 New
+$64.6K
$64.2K0.02%800 New
+$64.2K
$64K0.02%263 New
+$64K
$63.6K0.02%508 New
+$63.6K
$62.9K0.02%1,056 New
+$62.9K
$62.6K0.02%295 New
+$62.6K
$62.5K0.02%92 New
+$62.5K
$61.2K0.02%662
-7,659
-92%
-$708K
$60.9K0.02%989 New
+$60.9K
$59.9K0.02%6,394 New
+$59.9K
$59.5K0.02%406 New
+$59.5K
$59.2K0.02%1,901 New
+$59.2K
$59.2K0.02%194 New
+$59.2K
$59.2K0.02%1,822 New
+$59.2K
$59.1K0.02%385 New
+$59.1K
$58.9K0.02%5,749 New
+$58.9K
$58.7K0.02%309
-716
-70%
-$136K
$58.6K0.02%207 New
+$58.6K
$56.6K0.02%214 New
+$56.6K
$56.6K0.02%603 New
+$56.6K
$56.5K0.02%779 New
+$56.5K
$56K0.02%155
-479
-76%
-$173K
$55.8K0.02%1,812 New
+$55.8K
$55.1K0.02%1,471 New
+$55.1K
$53.9K0.02%93 New
+$53.9K
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