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
451
$28.5K 0.01%
+231
452
$28.4K 0.01%
+281
453
$28.2K 0.01%
+3,128
454
$28.2K 0.01%
+490
455
$28.2K 0.01%
+525
456
$28K 0.01%
+194
457
$28K 0.01%
+320
458
$27.8K 0.01%
+756
459
$27.8K 0.01%
+105
460
$27.7K 0.01%
+245
461
$27.7K 0.01%
+235
462
$27.6K 0.01%
+700
463
$27.6K 0.01%
+541
464
$27.2K 0.01%
+867
465
$27.1K 0.01%
+116
466
$27K 0.01%
+180
467
$26.9K 0.01%
+1,045
468
$26.7K 0.01%
+733
469
$26.7K 0.01%
+956
470
$26.5K 0.01%
+254
471
$26.5K 0.01%
+181
472
$26.2K 0.01%
+1,044
473
$26.1K 0.01%
+191
474
$26.1K 0.01%
+344
475
$26K 0.01%
+946