OWA

Opal Wealth Advisors Portfolio holdings

AUM $360M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.27M
3
+$543K
4
AAPL icon
Apple
AAPL
+$449K
5
LMPX
LMP Automotive Holdings, Inc. Common Stock
LMPX
+$333K

Top Sells

1
+$670K
2
+$274K
3
+$251K
4
AMGN icon
Amgen
AMGN
+$249K
5
LULU icon
lululemon athletica
LULU
+$236K

Sector Composition

1 Technology 8.04%
2 Healthcare 4.79%
3 Consumer Discretionary 4.45%
4 Communication Services 3.35%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.3%
4,192
+97
52
$276K 0.3%
5,058
+101
53
$270K 0.29%
4,302
-15
54
$265K 0.29%
1,888
+121
55
$260K 0.28%
1,071
-15
56
$258K 0.28%
15,957
-2,083
57
$257K 0.28%
1,212
+49
58
$248K 0.27%
10,000
59
$245K 0.27%
+4,733
60
$243K 0.26%
2,026
+33
61
$240K 0.26%
+1,769
62
$240K 0.26%
+3,350
63
$240K 0.26%
1,521
-46
64
$232K 0.25%
1,748
-50
65
$230K 0.25%
1,205
+15
66
$228K 0.25%
4,210
-1,612
67
$228K 0.25%
1,131
+35
68
$222K 0.24%
2,176
69
$220K 0.24%
+3,000
70
$217K 0.24%
+2,073
71
$217K 0.24%
+1,536
72
$215K 0.23%
+4,200
73
$215K 0.23%
+4,459
74
$215K 0.23%
+5,503
75
$214K 0.23%
+1,294
1 2
3
4