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
901
$2.87K ﹤0.01%
+21
902
$2.85K ﹤0.01%
57
+7
903
$2.85K ﹤0.01%
+120
904
$2.84K ﹤0.01%
+24
905
$2.83K ﹤0.01%
+8
906
$2.82K ﹤0.01%
19
907
$2.82K ﹤0.01%
25
908
$2.81K ﹤0.01%
+62
909
$2.79K ﹤0.01%
+147
910
$2.79K ﹤0.01%
21
-4
911
$2.78K ﹤0.01%
+27
912
$2.77K ﹤0.01%
15
913
$2.77K ﹤0.01%
+19
914
$2.76K ﹤0.01%
+100
915
$2.74K ﹤0.01%
+100
916
$2.74K ﹤0.01%
+31
917
$2.7K ﹤0.01%
+32
918
$2.67K ﹤0.01%
42
919
$2.66K ﹤0.01%
+61
920
$2.66K ﹤0.01%
+11
921
$2.65K ﹤0.01%
+24
922
$2.64K ﹤0.01%
+147
923
$2.63K ﹤0.01%
+48
924
$2.61K ﹤0.01%
+81
925
$2.58K ﹤0.01%
+36
35 36
37
38 39