OWA

Opal Wealth Advisors Portfolio holdings

AUM $324M
AUM
$324M
AUM Growth
-$8.78M
Cap. Flow
+$2.25M
Cap. Flow %
0.69%
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

1Technology8.92%
2Financials6.89%
3Healthcare3.74%
4Industrials2.7%
5Consumer Discretionary2.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$23.2K0.01%640 New
+$23.2K
$23.1K0.01%239 New
+$23.1K
$23.1K0.01%53 New
+$23.1K
$23K0.01%163 New
+$23K
$22.9K0.01%348 New
+$22.9K
$22.7K0.01%1,353 New
+$22.7K
$22.6K0.01%163 New
+$22.6K
$22.5K0.01%387 New
+$22.5K
$21.7K0.01%142 New
+$21.7K
$21.7K0.01%903 New
+$21.7K
$21.6K0.01%247 New
+$21.6K
$21.4K0.01%291
-2,726
-90%
-$200K
$21.4K0.01%650 New
+$21.4K
$21.3K0.01%278 New
+$21.3K
$21.3K0.01%573 New
+$21.3K
$21.2K0.01%171 New
+$21.2K
$21.1K0.01%414 New
+$21.1K
$21.1K0.01%321 New
+$21.1K
$20.9K0.01%65 New
+$20.9K
$20.8K0.01%307 New
+$20.8K
$20.7K0.01%182 New
+$20.7K
$20.6K0.01%252 New
+$20.6K
$20.6K0.01%324 New
+$20.6K
$20.5K0.01%663 New
+$20.5K
$20.3K0.01%388 New
+$20.3K
1 1819202122