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
$92M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.27M
3
+$543K
4
AAPL icon
Apple
AAPL
+$449K
5
LMPX
LMP Automotive Holdings, Inc. Common Stock
LMPX
+$333K

Top Sells

1
+$670K
2
+$274K
3
+$251K
4
AMGN icon
Amgen
AMGN
+$249K
5
LULU icon
lululemon athletica
LULU
+$236K

Sector Composition

1 Technology 8.04%
2 Healthcare 4.79%
3 Consumer Discretionary 4.45%
4 Communication Services 3.35%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$503K 0.55%
3,060
+509
27
$493K 0.54%
1,614
+123
28
$492K 0.53%
4,547
+168
29
$479K 0.52%
3,819
+8
30
$423K 0.46%
10,016
-53
31
$387K 0.42%
5,267
+1,349
32
$374K 0.41%
6,428
+1,563
33
$372K 0.4%
6,718
-589
34
$362K 0.39%
3,500
+120
35
$358K 0.39%
753
-22
36
$324K 0.35%
709
-223
37
$323K 0.35%
290
-3
38
$321K 0.35%
8,286
+1,361
39
$319K 0.35%
2,696
-36
40
$317K 0.34%
2,083
+118
41
$315K 0.34%
510
-2
42
$309K 0.34%
23,160
-480
43
$309K 0.34%
5,533
+305
44
$308K 0.33%
778
+38
45
$297K 0.32%
3,915
+198
46
$285K 0.31%
+3,791
47
$285K 0.31%
7,391
-46
48
$284K 0.31%
7,831
+2,200
49
$279K 0.3%
2,344
+82
50
$278K 0.3%
+12,170
1
2
3 4