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
$53.3K0.02%201
-530
-73%
-$140K
$53.1K0.02%237 New
+$53.1K
$52.9K0.02%150 New
+$52.9K
$50.5K0.02%83 New
+$50.5K
$50.2K0.02%905
-3,605
-80%
-$200K
$50.1K0.02%1,088 New
+$50.1K
$49.8K0.02%542 New
+$49.8K
$49.7K0.02%989 New
+$49.7K
$49.2K0.02%1,052 New
+$49.2K
$47.5K0.01%432 New
+$47.5K
$47.4K0.01%321 New
+$47.4K
$46.4K0.01%395 New
+$46.4K
$46.1K0.01%336 New
+$46.1K
$46K0.01%1,715 New
+$46K
$45.7K0.01%579 New
+$45.7K
$45.3K0.01%465 New
+$45.3K
$45.2K0.01%456 New
+$45.2K
$45.2K0.01%958 New
+$45.2K
$44.7K0.01%155 New
+$44.7K
$44.6K0.01%614 New
+$44.6K
$44.4K0.01%933 New
+$44.4K
$44.3K0.01%1,050 New
+$44.3K
$43.5K0.01%642 New
+$43.5K
$43.4K0.01%699 New
+$43.4K
$43.4K0.01%171 New
+$43.4K
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