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OWA
Opal Wealth Advisors Portfolio holdings
AUM
$442M
1-Year Est. Return
16.62%
This Fund
S&P 500
1 Year Est. Return
+16.62%
AUM
$359M
AUM Growth
-$1.07M
(-0.3%)
Holding
573
Top Buys
| 1 | +$1.79M | |
| 2 | +$1.29M | |
| 3 | +$1.02M | |
| 4 |
EVSD
Eaton Vance Short Duration Income ETF
EVSD
|
+$995K |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$988K |
Top Sells
| 1 | +$3.17M | |
| 2 | +$855K | |
| 3 | +$687K | |
| 4 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$556K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$415K |
Sector Composition
| 1 | Technology | 8.21% |
| 2 | Financials | 6.01% |
| 3 | Healthcare | 2.53% |
| 4 | Consumer Discretionary | 2.42% |
| 5 | Communication Services | 2.38% |