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
376
$42.7K 0.01%
+329
377
$41.6K 0.01%
429
-10,775
378
$41.3K 0.01%
+242
379
$41.1K 0.01%
+135
380
$41K 0.01%
+152
381
$39.8K 0.01%
+336
382
$39.5K 0.01%
+78
383
$39.3K 0.01%
+353
384
$39.3K 0.01%
+291
385
$38.9K 0.01%
+2,000
386
$38.6K 0.01%
+507
387
$38.6K 0.01%
456
388
$38.1K 0.01%
+489
389
$38K 0.01%
+401
390
$37.7K 0.01%
+190
391
$37.7K 0.01%
+520
392
$37.3K 0.01%
+848
393
$37.1K 0.01%
+1,175
394
$36.5K 0.01%
178
395
$36.5K 0.01%
467
396
$36K 0.01%
+125
397
$35.8K 0.01%
+139
398
$35.6K 0.01%
175
-9
399
$35.5K 0.01%
+83
400
$35.4K 0.01%
+723