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
426
$32.9K 0.01%
+153
427
$32.9K 0.01%
+163
428
$32.8K 0.01%
+505
429
$32.4K 0.01%
+498
430
$32.1K 0.01%
+210
431
$32.1K 0.01%
+305
432
$32K 0.01%
+198
433
$31.6K 0.01%
+290
434
$31.3K 0.01%
+93
435
$31.3K 0.01%
+296
436
$31.3K 0.01%
+267
437
$31.1K 0.01%
+324
438
$30.7K 0.01%
+1,229
439
$30.5K 0.01%
+273
440
$30.4K 0.01%
+1,204
441
$30.2K 0.01%
+1,175
442
$30.2K 0.01%
+263
443
$30K 0.01%
+89
444
$29.9K 0.01%
+285
445
$29.5K 0.01%
+157
446
$29.3K 0.01%
+2,844
447
$29.2K 0.01%
+227
448
$29K 0.01%
+394
449
$28.8K 0.01%
573
-9,724
450
$28.6K 0.01%
+266