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
551
$16.9K 0.01%
+713
552
$16.8K 0.01%
+400
553
$16.8K 0.01%
+357
554
$16.8K 0.01%
+60
555
$16.7K 0.01%
+81
556
$16.6K 0.01%
+1,366
557
$16.5K 0.01%
+120
558
$16.5K 0.01%
+307
559
$16.4K 0.01%
+1,982
560
$16.4K 0.01%
+412
561
$16.4K 0.01%
+214
562
$16.4K 0.01%
146
-122
563
$16.3K 0.01%
+600
564
$16.1K 0.01%
+950
565
$16.1K 0.01%
+596
566
$16.1K 0.01%
+68
567
$16K 0.01%
+52
568
$16K 0.01%
+1,805
569
$15.9K 0.01%
+379
570
$15.7K 0.01%
+482
571
$15.7K 0.01%
+218
572
$15.7K 0.01%
+33
573
$15.7K 0.01%
+295
574
$15.6K 0.01%
+135
575
$15.5K 0.01%
+1,231