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
676
$9.06K ﹤0.01%
+366
677
$8.95K ﹤0.01%
181
-960
678
$8.94K ﹤0.01%
+835
679
$8.93K ﹤0.01%
+6
680
$8.89K ﹤0.01%
+485
681
$8.79K ﹤0.01%
+343
682
$8.71K ﹤0.01%
+32
683
$8.69K ﹤0.01%
+326
684
$8.65K ﹤0.01%
+118
685
$8.6K ﹤0.01%
+199
686
$8.6K ﹤0.01%
227
687
$8.52K ﹤0.01%
+200
688
$8.51K ﹤0.01%
+218
689
$8.47K ﹤0.01%
60
-6
690
$8.43K ﹤0.01%
+137
691
$8.41K ﹤0.01%
+150
692
$8.4K ﹤0.01%
296
-54
693
$8.39K ﹤0.01%
+71
694
$8.31K ﹤0.01%
+87
695
$8.28K ﹤0.01%
+561
696
$8.27K ﹤0.01%
+105
697
$8.23K ﹤0.01%
+162
698
$8.17K ﹤0.01%
491
+37
699
$8.15K ﹤0.01%
+276
700
$8.1K ﹤0.01%
21
-9
26 27
28
29 30