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
$324M
AUM Growth
-$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

1 +$12.2M
2 +$8.14M
3 +$6.94M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.09M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.14M

Sector Composition

1 Technology 8.9%
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 Change
in Stake
Capital Flow
476
$26K 0.01%
+288
477
$25.6K 0.01%
+146
478
$25.5K 0.01%
+304
479
$25.4K 0.01%
+84
480
$25.3K 0.01%
+302
481
$25.1K 0.01%
10,000
482
$25.1K 0.01%
+1,122
483
$25K 0.01%
+1,111
484
$25K 0.01%
+173
485
$24.9K 0.01%
+146
486
$24.9K 0.01%
+49
487
$24.9K 0.01%
+248
488
$24.7K 0.01%
+1,118
489
$24.5K 0.01%
+448
490
$24.5K 0.01%
+447
491
$24.4K 0.01%
+365
492
$24.2K 0.01%
+153
493
$23.9K 0.01%
+649
494
$23.8K 0.01%
+301
495
$23.7K 0.01%
+318
496
$23.7K 0.01%
+252
497
$23.6K 0.01%
+405
498
$23.6K 0.01%
+1,245
499
$23.6K 0.01%
+202
500
$23.3K 0.01%
+2,837