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
801
$5.08K ﹤0.01%
+70
802
$5.07K ﹤0.01%
+49
803
$5.03K ﹤0.01%
+74
804
$5.01K ﹤0.01%
+85
805
$4.95K ﹤0.01%
+46
806
$4.95K ﹤0.01%
+70
807
$4.91K ﹤0.01%
+94
808
$4.88K ﹤0.01%
+216
809
$4.86K ﹤0.01%
155
-56
810
$4.85K ﹤0.01%
+125
811
$4.8K ﹤0.01%
+1,087
812
$4.79K ﹤0.01%
+108
813
$4.74K ﹤0.01%
+485
814
$4.74K ﹤0.01%
+44
815
$4.73K ﹤0.01%
+29
816
$4.72K ﹤0.01%
+29
817
$4.69K ﹤0.01%
+200
818
$4.68K ﹤0.01%
+100
819
$4.67K ﹤0.01%
+183
820
$4.63K ﹤0.01%
+46
821
$4.59K ﹤0.01%
+20
822
$4.56K ﹤0.01%
86
+61
823
$4.51K ﹤0.01%
+17
824
$4.51K ﹤0.01%
+32
825
$4.5K ﹤0.01%
+50
31 32
33
34 35