OWA
Opal Wealth Advisors Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
-$8.78M (-3%)
Cap. Flow
+$2.25M
Cap. Flow % of AUM
0.69%
Top 10 Holdings %Top 10 Hldgs %
57.81%
Holding
535
New
344
Increased
96
Reduced
86
Closed
4
Top Buys
| 1 | $9.29M | |
| 2 | $8.17M | |
| 3 | $3.42M | |
| 4 | $2.07M | |
| 5 | $1.68M |
Top Sells
| 1 | $12.2M | |
| 2 | $8.14M | |
| 3 | $6.94M | |
| 4 | $6.09M | |
| 5 | $4.14M |
Sector Composition
| 1 | Technology | 8.92% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $26K | 0.01% | 288 | New | +$26K | |||
| $25.6K | 0.01% | 146 | New | +$25.6K | |||
| $25.5K | 0.01% | 304 | New | +$25.5K | |||
| $25.4K | 0.01% | 84 | New | +$25.4K | |||
| $25.3K | 0.01% | 302 | New | +$25.3K | |||
| $25.1K | 0.01% | 10,000 | – | – | |||
| $25.1K | 0.01% | 1,122 | New | +$25.1K | |||
| $25K | 0.01% | 1,111 | New | +$25K | |||
| $25K | 0.01% | 173 | New | +$25K | |||
| $24.9K | 0.01% | 146 | New | +$24.9K | |||
| $24.9K | 0.01% | 49 | New | +$24.9K | |||
| $24.9K | 0.01% | 248 | New | +$24.9K | |||
| $24.7K | 0.01% | 1,118 | New | +$24.7K | |||
| $24.5K | 0.01% | 448 | New | +$24.5K | |||
| $24.5K | 0.01% | 447 | New | +$24.5K | |||
| $24.4K | 0.01% | 365 | New | +$24.4K | |||
| $24.2K | 0.01% | 153 | New | +$24.2K | |||
| $23.9K | 0.01% | 649 | New | +$23.9K | |||
| $23.8K | 0.01% | 301 | New | +$23.8K | |||
| $23.7K | 0.01% | 318 | New | +$23.7K | |||
| $23.7K | 0.01% | 252 | New | +$23.7K | |||
| $23.6K | 0.01% | 405 | New | +$23.6K | |||
| $23.6K | 0.01% | 1,245 | New | +$23.6K | |||
| $23.6K | 0.01% | 202 | New | +$23.6K | |||
| $23.3K | 0.01% | 2,837 | New | +$23.3K |
