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
501
$20.7K 0.01%
+344
502
$20.6K 0.01%
+150
503
$20.5K 0.01%
+130
504
$20.3K 0.01%
135
+42
505
$20.2K 0.01%
+140
506
$20.2K 0.01%
+249
507
$20.2K 0.01%
+462
508
$20.1K 0.01%
+762
509
$19.9K 0.01%
+172
510
$19.8K 0.01%
+237
511
$19.8K 0.01%
+5,000
512
$19.7K 0.01%
+541
513
$19.7K 0.01%
+555
514
$19.7K 0.01%
+107
515
$19.6K 0.01%
+587
516
$19.6K 0.01%
+429
517
$19.6K 0.01%
130
-9
518
$19.5K 0.01%
+155
519
$19.4K 0.01%
+186
520
$19.4K 0.01%
+1,471
521
$19.2K 0.01%
+162
522
$19.2K 0.01%
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523
$19.1K 0.01%
+962
524
$19.1K 0.01%
+147
525
$19K 0.01%
+451