OWA

Opal Wealth Advisors Portfolio holdings

AUM $360M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$9.6M
3
+$8.97M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.96M
5
AAPL icon
Apple
AAPL
+$2.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.99%
2 Consumer Discretionary 5.13%
3 Healthcare 4.63%
4 Financials 2.81%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$434K 0.54%
+932
27
$430K 0.54%
+3,811
28
$401K 0.5%
+2,551
29
$396K 0.5%
+1,491
30
$388K 0.49%
+775
31
$375K 0.47%
+15,000
32
$360K 0.45%
+10,069
33
$340K 0.43%
+7,307
34
$309K 0.39%
+23,640
35
$306K 0.38%
+3,918
36
$305K 0.38%
+5,822
37
$302K 0.38%
+4,317
38
$298K 0.37%
+2,732
39
$296K 0.37%
+3,380
40
$293K 0.37%
+293
41
$291K 0.36%
+18,040
42
$286K 0.36%
+4,865
43
$280K 0.35%
+4,095
44
$277K 0.35%
+740
45
$274K 0.34%
+26,181
46
$274K 0.34%
+1,798
47
$271K 0.34%
+3,717
48
$259K 0.32%
+1,163
49
$259K 0.32%
+1,567
50
$258K 0.32%
+2,262
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