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
626
$11.8K ﹤0.01%
+127
627
$11.8K ﹤0.01%
+290
628
$11.8K ﹤0.01%
+59
629
$11.8K ﹤0.01%
+239
630
$11.7K ﹤0.01%
+77
631
$11.7K ﹤0.01%
+84
632
$11.7K ﹤0.01%
+64
633
$11.6K ﹤0.01%
+335
634
$11.5K ﹤0.01%
209
-442
635
$11.5K ﹤0.01%
+233
636
$11.2K ﹤0.01%
+118
637
$11.2K ﹤0.01%
+160
638
$11.2K ﹤0.01%
+89
639
$11.1K ﹤0.01%
+194
640
$11K ﹤0.01%
+87
641
$10.9K ﹤0.01%
+40
642
$10.9K ﹤0.01%
+129
643
$10.8K ﹤0.01%
+200
644
$10.8K ﹤0.01%
377
+42
645
$10.7K ﹤0.01%
+137
646
$10.6K ﹤0.01%
+60
647
$10.6K ﹤0.01%
+342
648
$10.6K ﹤0.01%
+87
649
$10.6K ﹤0.01%
+49
650
$10.5K ﹤0.01%
+395