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
726
$7.24K ﹤0.01%
+318
727
$7.22K ﹤0.01%
+14
728
$7.19K ﹤0.01%
95
+5
729
$7.17K ﹤0.01%
+62
730
$7.12K ﹤0.01%
+52
731
$7.07K ﹤0.01%
+1,070
732
$7.01K ﹤0.01%
+210
733
$6.99K ﹤0.01%
+217
734
$6.94K ﹤0.01%
+144
735
$6.93K ﹤0.01%
+115
736
$6.78K ﹤0.01%
+140
737
$6.76K ﹤0.01%
+62
738
$6.74K ﹤0.01%
+349
739
$6.7K ﹤0.01%
+141
740
$6.66K ﹤0.01%
+195
741
$6.56K ﹤0.01%
+628
742
$6.5K ﹤0.01%
+400
743
$6.5K ﹤0.01%
+77
744
$6.48K ﹤0.01%
+127
745
$6.47K ﹤0.01%
+71
746
$6.47K ﹤0.01%
+50
747
$6.46K ﹤0.01%
157
748
$6.43K ﹤0.01%
+351
749
$6.38K ﹤0.01%
22
750
$6.37K ﹤0.01%
+360