OWA

Opal Wealth Advisors Portfolio holdings

AUM $359M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
+12.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,276
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.19M
3 +$792K
4
LRGE icon
ClearBridge Large Cap Growth Select ETF
LRGE
+$559K
5
AAPL icon
Apple
AAPL
+$526K

Top Sells

1 +$5.62M
2 +$2.33M
3 +$1.05M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$880K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$753K

Sector Composition

1 Technology 8.03%
2 Healthcare 3.91%
3 Financials 3.81%
4 Consumer Discretionary 2.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$23K 0.01%
+499
477
$23K 0.01%
+219
478
$22.8K 0.01%
+168
479
$22.7K 0.01%
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$22.5K 0.01%
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$22.5K 0.01%
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482
$22.3K 0.01%
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483
$22.3K 0.01%
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484
$22K 0.01%
280
-19
485
$22K 0.01%
+240
486
$21.9K 0.01%
+126
487
$21.9K 0.01%
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488
$21.8K 0.01%
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$21.8K 0.01%
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490
$21.7K 0.01%
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$21.6K 0.01%
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492
$21.6K 0.01%
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493
$21.5K 0.01%
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494
$21.4K 0.01%
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495
$21.4K 0.01%
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496
$21.3K 0.01%
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498
$21.2K 0.01%
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499
$20.9K 0.01%
+217
500
$20.9K 0.01%
+180