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
$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
876
$3.16K ﹤0.01%
+70
877
$3.15K ﹤0.01%
63
878
$3.15K ﹤0.01%
+74
879
$3.15K ﹤0.01%
+31
880
$3.15K ﹤0.01%
+42
881
$3.15K ﹤0.01%
+58
882
$3.15K ﹤0.01%
60
883
$3.13K ﹤0.01%
+33
884
$3.1K ﹤0.01%
+186
885
$3.09K ﹤0.01%
+56
886
$3.08K ﹤0.01%
+57
887
$3K ﹤0.01%
19
-12
888
$3K ﹤0.01%
+366
889
$2.99K ﹤0.01%
+77
890
$2.98K ﹤0.01%
+143
891
$2.98K ﹤0.01%
+75
892
$2.98K ﹤0.01%
+40
893
$2.96K ﹤0.01%
+1
894
$2.92K ﹤0.01%
+8
895
$2.92K ﹤0.01%
+152
896
$2.92K ﹤0.01%
+41
897
$2.91K ﹤0.01%
+38
898
$2.89K ﹤0.01%
+81
899
$2.88K ﹤0.01%
25
900
$2.88K ﹤0.01%
190
-53
34 35
36
37 38