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
351
$52.7K 0.02%
+1,178
352
$52.3K 0.02%
+490
353
$51.6K 0.02%
+788
354
$50.8K 0.02%
+2,400
355
$50.8K 0.02%
+507
356
$50.6K 0.02%
370
-741
357
$50.4K 0.02%
+242
358
$50.3K 0.02%
+605
359
$49.6K 0.02%
+970
360
$48.6K 0.02%
818
-165
361
$48.3K 0.02%
506
+13
362
$47.8K 0.02%
+545
363
$46.8K 0.02%
+301
364
$46K 0.01%
441
-20
365
$45.7K 0.01%
+197
366
$45.5K 0.01%
+388
367
$45.4K 0.01%
+2,000
368
$45.3K 0.01%
+194
369
$44.9K 0.01%
+182
370
$44.5K 0.01%
96
-11
371
$44.3K 0.01%
+1,666
372
$44K 0.01%
+349
373
$43.6K 0.01%
+254
374
$43K 0.01%
+546
375
$42.9K 0.01%
+439
13 14
15
16 17