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
$200M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.85M
3
+$1.1M
4
IBM icon
IBM
IBM
+$895K
5
UNH icon
UnitedHealth
UNH
+$715K

Top Sells

1
+$288K
2
+$243K
3
+$220K
4
ALC icon
Alcon
ALC
+$210K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$203K

Sector Composition

1 Technology 8.48%
2 Healthcare 4.67%
3 Financials 3.15%
4 Consumer Discretionary 2.66%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.27%
1,858
-402
52
$517K 0.26%
3,125
-320
53
$495K 0.25%
19,607
54
$492K 0.25%
3,246
+932
55
$472K 0.24%
9,396
-42
56
$466K 0.23%
3,693
-602
57
$463K 0.23%
4,724
+708
58
$440K 0.22%
1,000
+73
59
$432K 0.22%
312
-9
60
$431K 0.21%
881
-68
61
$430K 0.21%
10,356
+545
62
$415K 0.21%
5,199
+1,843
63
$401K 0.2%
+1,001
64
$397K 0.2%
5,442
+95
65
$396K 0.2%
18,824
66
$389K 0.19%
+1,555
67
$387K 0.19%
741
-5
68
$383K 0.19%
2,069
+322
69
$383K 0.19%
4,519
+99
70
$383K 0.19%
+11,444
71
$377K 0.19%
959
-52
72
$376K 0.19%
+1,838
73
$376K 0.19%
+1,693
74
$368K 0.18%
4,250
+510
75
$357K 0.18%
7,454
+877
1 2
3
4 5