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
401
$35.2K 0.01%
+4,249
402
$34.4K 0.01%
+782
403
$34.2K 0.01%
+9,500
404
$34.2K 0.01%
+242
405
$34.1K 0.01%
+268
406
$34K 0.01%
68
-998
407
$33.8K 0.01%
185
408
$33.3K 0.01%
+278
409
$32.2K 0.01%
+166
410
$31.7K 0.01%
+153
411
$31.4K 0.01%
+254
412
$31.4K 0.01%
+232
413
$31.2K 0.01%
+318
414
$31.1K 0.01%
710
+197
415
$30.5K 0.01%
+1,118
416
$30.3K 0.01%
142
-21
417
$30K 0.01%
+278
418
$29.9K 0.01%
+159
419
$29.9K 0.01%
374
-38
420
$29.8K 0.01%
+114
421
$29.7K 0.01%
+522
422
$29.6K 0.01%
119
-1
423
$29.4K 0.01%
+296
424
$29.2K 0.01%
+434
425
$29.1K 0.01%
+200
15 16
17
18 19