OWA
Opal Wealth Advisors Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
-$8.78M (-3%)
Cap. Flow
+$2.25M
Cap. Flow % of AUM
0.69%
Top 10 Holdings %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
| 1 | Technology | 8.92% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $28.5K | 0.01% | 231 | New | +$28.5K | |||
| $28.4K | 0.01% | 281 | New | +$28.4K | |||
| $28.2K | 0.01% | 3,128 | New | +$28.2K | |||
| $28.2K | 0.01% | 490 | New | +$28.2K | |||
| $28.2K | 0.01% | 525 | New | +$28.2K | |||
| $28K | 0.01% | 194 | New | +$28K | |||
| $28K | 0.01% | 320 | New | +$28K | |||
| $27.8K | 0.01% | 756 | New | +$27.8K | |||
| $27.8K | 0.01% | 105 | New | +$27.8K | |||
| $27.7K | 0.01% | 245 | New | +$27.7K | |||
| $27.7K | 0.01% | 235 | New | +$27.7K | |||
| $27.6K | 0.01% | 700 | New | +$27.6K | |||
| $27.6K | 0.01% | 541 | New | +$27.6K | |||
| $27.2K | 0.01% | 867 | New | +$27.2K | |||
| $27.1K | 0.01% | 116 | New | +$27.1K | |||
| $27K | 0.01% | 180 | New | +$27K | |||
| $26.9K | 0.01% | 1,045 | New | +$26.9K | |||
| $26.7K | 0.01% | 733 | New | +$26.7K | |||
| $26.7K | 0.01% | 956 | New | +$26.7K | |||
| $26.5K | 0.01% | 254 | New | +$26.5K | |||
| $26.5K | 0.01% | 181 | New | +$26.5K | |||
| $26.2K | 0.01% | 1,044 | New | +$26.2K | |||
| $26.1K | 0.01% | 191 | New | +$26.1K | |||
| $26.1K | 0.01% | 344 | New | +$26.1K | |||
| $26K | 0.01% | 946 | New | +$26K |
