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
601
$13.4K ﹤0.01%
+626
602
$13.3K ﹤0.01%
+162
603
$13.2K ﹤0.01%
+150
604
$13.2K ﹤0.01%
60
+2
605
$13.1K ﹤0.01%
+72
606
$13.1K ﹤0.01%
+215
607
$13K ﹤0.01%
+134
608
$13K ﹤0.01%
+614
609
$12.8K ﹤0.01%
+66
610
$12.8K ﹤0.01%
+182
611
$12.7K ﹤0.01%
+500
612
$12.7K ﹤0.01%
+71
613
$12.6K ﹤0.01%
+79
614
$12.5K ﹤0.01%
+244
615
$12.5K ﹤0.01%
+75
616
$12.4K ﹤0.01%
+145
617
$12.4K ﹤0.01%
+22
618
$12.4K ﹤0.01%
+337
619
$12.3K ﹤0.01%
+230
620
$12.2K ﹤0.01%
+50
621
$12.2K ﹤0.01%
+72
622
$12.2K ﹤0.01%
+296
623
$12.1K ﹤0.01%
+127
624
$12K ﹤0.01%
+131
625
$11.8K ﹤0.01%
+105