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
576
$15.5K 0.01%
+96
577
$15.4K 0.01%
+77
578
$15.4K 0.01%
+89
579
$15.4K ﹤0.01%
192
+4
580
$15.3K ﹤0.01%
726
+523
581
$15.3K ﹤0.01%
+123
582
$15K ﹤0.01%
+195
583
$14.9K ﹤0.01%
+412
584
$14.8K ﹤0.01%
+536
585
$14.8K ﹤0.01%
+145
586
$14.8K ﹤0.01%
+125
587
$14.5K ﹤0.01%
+50
588
$14.4K ﹤0.01%
+271
589
$14.3K ﹤0.01%
+153
590
$14.2K ﹤0.01%
83
-4
591
$14.1K ﹤0.01%
+390
592
$14.1K ﹤0.01%
+478
593
$13.9K ﹤0.01%
+26
594
$13.9K ﹤0.01%
+764
595
$13.8K ﹤0.01%
+139
596
$13.7K ﹤0.01%
+74
597
$13.6K ﹤0.01%
+259
598
$13.5K ﹤0.01%
+189
599
$13.4K ﹤0.01%
+341
600
$13.4K ﹤0.01%
+202