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
701
$8.1K ﹤0.01%
150
702
$8.08K ﹤0.01%
360
+1
703
$8.07K ﹤0.01%
+70
704
$8.02K ﹤0.01%
+264
705
$7.99K ﹤0.01%
+95
706
$7.97K ﹤0.01%
+202
707
$7.94K ﹤0.01%
+1,101
708
$7.93K ﹤0.01%
112
709
$7.92K ﹤0.01%
+99
710
$7.87K ﹤0.01%
+36
711
$7.83K ﹤0.01%
+52
712
$7.8K ﹤0.01%
+241
713
$7.79K ﹤0.01%
+152
714
$7.74K ﹤0.01%
+119
715
$7.74K ﹤0.01%
+65
716
$7.7K ﹤0.01%
+55
717
$7.68K ﹤0.01%
+168
718
$7.58K ﹤0.01%
+460
719
$7.58K ﹤0.01%
+150
720
$7.54K ﹤0.01%
+141
721
$7.54K ﹤0.01%
+159
722
$7.53K ﹤0.01%
+40
723
$7.38K ﹤0.01%
+339
724
$7.37K ﹤0.01%
175
725
$7.27K ﹤0.01%
+39
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