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
$42.9K0.01%598 New
+$42.9K
$42.6K0.01%945 New
+$42.6K
$42.3K0.01%524 New
+$42.3K
$42K0.01%1,111 New
+$42K
$41.9K0.01%568 New
+$41.9K
$41.1K0.01%1,011
-8,951
-90%
-$364K
$41K0.01%1,008 New
+$41K
$40.6K0.01%180 New
+$40.6K
$40.6K0.01%1,593 New
+$40.6K
$39.5K0.01%519 New
+$39.5K
$39.3K0.01%2,000 New
+$39.3K
$38.6K0.01%280 New
+$38.6K
$38.5K0.01%342 New
+$38.5K
$38.4K0.01%787 New
+$38.4K
$38.3K0.01%267 New
+$38.3K
$38.3K0.01%329 New
+$38.3K
$38.1K0.01%1,428 New
+$38.1K
$38.1K0.01%443 New
+$38.1K
$37.8K0.01%530 New
+$37.8K
$37.3K0.01%119 New
+$37.3K
$37.3K0.01%467 New
+$37.3K
$37K0.01%2,400 New
+$37K
$37K0.01%639 New
+$37K
$36.9K0.01%2,570 New
+$36.9K
$36.8K0.01%371 New
+$36.8K
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