OWA
Opal Wealth Advisors Portfolio holdings
AUM
$360M
This Quarter Return
+5.48%
1 Year Return
+11.81%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+32%)
Cap. Flow
+$37.6M
Cap. Flow
% of AUM
20.74%
Top 10 Holdings %
Top 10 Hldgs %
65.53%
Holding
135
New
34
Increased
47
Reduced
42
Closed
9
Top Buys
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$2.12M |
| 2 |
iShares New York Muni Bond ETF
NYF
|
$1.89M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$983K |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$896K |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$654K |
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Healthcare | 3.71% |
| 3 | Financials | 1.85% |
| 4 | Consumer Staples | 1.38% |
| 5 | Consumer Discretionary | 1.35% |
