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
776
$5.81K ﹤0.01%
+101
777
$5.8K ﹤0.01%
62
778
$5.78K ﹤0.01%
+18
779
$5.76K ﹤0.01%
+1,000
780
$5.73K ﹤0.01%
+165
781
$5.59K ﹤0.01%
+63
782
$5.58K ﹤0.01%
+42
783
$5.48K ﹤0.01%
+400
784
$5.45K ﹤0.01%
+36
785
$5.45K ﹤0.01%
92
+8
786
$5.43K ﹤0.01%
+290
787
$5.38K ﹤0.01%
+79
788
$5.38K ﹤0.01%
+539
789
$5.32K ﹤0.01%
49
-24
790
$5.31K ﹤0.01%
+92
791
$5.27K ﹤0.01%
+42
792
$5.24K ﹤0.01%
+108
793
$5.23K ﹤0.01%
112
794
$5.19K ﹤0.01%
70
-19
795
$5.18K ﹤0.01%
+21
796
$5.15K ﹤0.01%
+87
797
$5.14K ﹤0.01%
+242
798
$5.12K ﹤0.01%
+212
799
$5.11K ﹤0.01%
+163
800
$5.09K ﹤0.01%
+95