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
526
$18.9K 0.01%
+462
527
$18.9K 0.01%
+216
528
$18.9K 0.01%
+256
529
$18.8K 0.01%
+182
530
$18.8K 0.01%
+143
531
$18.7K 0.01%
+240
532
$18.5K 0.01%
+275
533
$18.3K 0.01%
+284
534
$18.3K 0.01%
+5,000
535
$18.3K 0.01%
+132
536
$18.3K 0.01%
+89
537
$18.1K 0.01%
+110
538
$17.9K 0.01%
+150
539
$17.7K 0.01%
+321
540
$17.6K 0.01%
+433
541
$17.5K 0.01%
+323
542
$17.5K 0.01%
+122
543
$17.4K 0.01%
+207
544
$17.4K 0.01%
+451
545
$17.3K 0.01%
+421
546
$17.2K 0.01%
+409
547
$17.1K 0.01%
+67
548
$16.9K 0.01%
+209
549
$16.9K 0.01%
+248
550
$16.9K 0.01%
+1,345