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
501
$23.2K 0.01%
+640
502
$23.1K 0.01%
+239
503
$23.1K 0.01%
+53
504
$23K 0.01%
+163
505
$22.9K 0.01%
+348
506
$22.7K 0.01%
+1,353
507
$22.6K 0.01%
+163
508
$22.4K 0.01%
+387
509
$21.7K 0.01%
+142
510
$21.7K 0.01%
+903
511
$21.6K 0.01%
+247
512
$21.4K 0.01%
291
-2,726
513
$21.4K 0.01%
+650
514
$21.3K 0.01%
+278
515
$21.3K 0.01%
+573
516
$21.2K 0.01%
+171
517
$21.1K 0.01%
+414
518
$21.1K 0.01%
+321
519
$20.9K 0.01%
+65
520
$20.8K 0.01%
+307
521
$20.7K 0.01%
+182
522
$20.6K 0.01%
+252
523
$20.6K 0.01%
+324
524
$20.5K 0.01%
+663
525
$20.3K 0.01%
+388