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
651
$10.5K ﹤0.01%
+291
652
$10.4K ﹤0.01%
111
-9
653
$10.4K ﹤0.01%
300
-4
654
$10.3K ﹤0.01%
+528
655
$10.3K ﹤0.01%
+93
656
$10.3K ﹤0.01%
+363
657
$10.3K ﹤0.01%
+66
658
$10.2K ﹤0.01%
+107
659
$10.2K ﹤0.01%
+121
660
$9.99K ﹤0.01%
+83
661
$9.86K ﹤0.01%
+952
662
$9.86K ﹤0.01%
+21
663
$9.83K ﹤0.01%
+105
664
$9.8K ﹤0.01%
+414
665
$9.64K ﹤0.01%
+107
666
$9.63K ﹤0.01%
1,295
+47
667
$9.54K ﹤0.01%
+164
668
$9.5K ﹤0.01%
+124
669
$9.35K ﹤0.01%
+292
670
$9.27K ﹤0.01%
+100
671
$9.27K ﹤0.01%
+250
672
$9.27K ﹤0.01%
30
+1
673
$9.24K ﹤0.01%
173
+84
674
$9.23K ﹤0.01%
+600
675
$9.2K ﹤0.01%
+169