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
851
$3.79K ﹤0.01%
+92
852
$3.78K ﹤0.01%
21
-1
853
$3.75K ﹤0.01%
+134
854
$3.74K ﹤0.01%
+34
855
$3.7K ﹤0.01%
+28
856
$3.68K ﹤0.01%
+203
857
$3.65K ﹤0.01%
+124
858
$3.63K ﹤0.01%
+46
859
$3.62K ﹤0.01%
+46
860
$3.62K ﹤0.01%
+211
861
$3.6K ﹤0.01%
+260
862
$3.57K ﹤0.01%
+221
863
$3.55K ﹤0.01%
+41
864
$3.52K ﹤0.01%
+33
865
$3.52K ﹤0.01%
+2,000
866
$3.48K ﹤0.01%
+51
867
$3.44K ﹤0.01%
40
-117
868
$3.44K ﹤0.01%
+16
869
$3.41K ﹤0.01%
13
870
$3.38K ﹤0.01%
+53
871
$3.36K ﹤0.01%
+86
872
$3.28K ﹤0.01%
+40
873
$3.26K ﹤0.01%
+56
874
$3.21K ﹤0.01%
+26
875
$3.21K ﹤0.01%
+85
33 34
35
36 37