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
426
$29K 0.01%
+154
427
$28.8K 0.01%
+98
428
$28.7K 0.01%
+842
429
$28.6K 0.01%
+333
430
$28.4K 0.01%
+204
431
$28.4K 0.01%
288
+34
432
$28.2K 0.01%
+52
433
$28.2K 0.01%
+493
434
$28.2K 0.01%
+115
435
$28.1K 0.01%
+161
436
$27.8K 0.01%
+835
437
$27.7K 0.01%
+210
438
$27.7K 0.01%
+295
439
$27.6K 0.01%
+146
440
$27.3K 0.01%
+129
441
$27.1K 0.01%
+260
442
$26.5K 0.01%
+1,044
443
$26.3K 0.01%
+533
444
$26.2K 0.01%
+490
445
$26K 0.01%
+377
446
$25.8K 0.01%
+197
447
$25.8K 0.01%
+3,449
448
$25.8K 0.01%
+191
449
$25.6K 0.01%
+1,475
450
$25.5K 0.01%
+166