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
$32.9K0.01%153 New
+$32.9K
$32.9K0.01%163 New
+$32.9K
$32.8K0.01%505 New
+$32.8K
$32.4K0.01%498 New
+$32.4K
$32.1K0.01%210 New
+$32.1K
$32.1K0.01%305 New
+$32.1K
$32K0.01%198 New
+$32K
$31.6K0.01%290 New
+$31.6K
$31.3K0.01%93 New
+$31.3K
$31.3K0.01%296 New
+$31.3K
$31.3K0.01%267 New
+$31.3K
$31.1K0.01%324 New
+$31.1K
$30.7K0.01%1,229 New
+$30.7K
$30.5K0.01%273 New
+$30.5K
$30.4K0.01%1,204 New
+$30.4K
$30.2K0.01%1,175 New
+$30.2K
$30.2K0.01%263 New
+$30.2K
$30K0.01%89 New
+$30K
$29.9K0.01%285 New
+$29.9K
$29.5K0.01%157 New
+$29.5K
$29.3K0.01%2,844 New
+$29.3K
$29.2K0.01%227 New
+$29.2K
$29K0.01%394 New
+$29K
$28.8K0.01%573
-9,724
-94%
-$489K
$28.6K0.01%266 New
+$28.6K
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