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
$324M
AUM Growth
-$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

1 +$12.2M
2 +$8.14M
3 +$6.94M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.09M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.14M

Sector Composition

1 Technology 8.9%
2 Financials 6.89%
3 Healthcare 3.74%
4 Industrials 2.7%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$36.2K 0.01%
+121
402
$36.2K 0.01%
+4,384
403
$36K 0.01%
+278
404
$35.8K 0.01%
+74
405
$35.5K 0.01%
+504
406
$35.5K 0.01%
+486
407
$35.4K 0.01%
+1,017
408
$35.3K 0.01%
+201
409
$35.1K 0.01%
+1,230
410
$35.1K 0.01%
+856
411
$35K 0.01%
+104
412
$34.9K 0.01%
+348
413
$34.8K 0.01%
+219
414
$34.7K 0.01%
+159
415
$34.6K 0.01%
+241
416
$34.3K 0.01%
+308
417
$34.3K 0.01%
+12,000
418
$34.1K 0.01%
+307
419
$33.8K 0.01%
+530
420
$33.8K 0.01%
+661
421
$33.7K 0.01%
+1,090
422
$33.6K 0.01%
+289
423
$33.4K 0.01%
+826
424
$33.1K 0.01%
+917
425
$33K 0.01%
+380