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
$200M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.85M
3
+$1.1M
4
IBM icon
IBM
IBM
+$895K
5
UNH icon
UnitedHealth
UNH
+$715K

Top Sells

1
+$288K
2
+$243K
3
+$220K
4
ALC icon
Alcon
ALC
+$210K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$203K

Sector Composition

1 Technology 8.48%
2 Healthcare 4.67%
3 Financials 3.15%
4 Consumer Discretionary 2.66%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 0.46%
2,965
+1,699
27
$906K 0.45%
11,282
-609
28
$904K 0.45%
6,710
+609
29
$895K 0.45%
+6,690
30
$808K 0.4%
5,397
+193
31
$799K 0.4%
15,439
+7,858
32
$770K 0.38%
5,298
+1,925
33
$761K 0.38%
12,644
+1,155
34
$758K 0.38%
6,570
+1,280
35
$746K 0.37%
4,509
+953
36
$722K 0.36%
6,030
+1,173
37
$701K 0.35%
1,748
+94
38
$676K 0.34%
4,294
+1,360
39
$662K 0.33%
37,762
-709
40
$654K 0.33%
12,688
-35
41
$650K 0.32%
5,375
-442
42
$630K 0.31%
5,779
+1,586
43
$587K 0.29%
14,480
+1,397
44
$580K 0.29%
+2,359
45
$566K 0.28%
15,443
+5,553
46
$565K 0.28%
+2,502
47
$556K 0.28%
+1,823
48
$554K 0.28%
1,626
-60
49
$554K 0.28%
+2,671
50
$538K 0.27%
12,852
+21
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