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
926
$2.56K ﹤0.01%
241
927
$2.56K ﹤0.01%
2
928
$2.56K ﹤0.01%
+40
929
$2.56K ﹤0.01%
+81
930
$2.55K ﹤0.01%
+24
931
$2.5K ﹤0.01%
+141
932
$2.5K ﹤0.01%
44
933
$2.49K ﹤0.01%
+200
934
$2.48K ﹤0.01%
+19
935
$2.48K ﹤0.01%
51
-5
936
$2.45K ﹤0.01%
+19
937
$2.38K ﹤0.01%
+48
938
$2.37K ﹤0.01%
+19
939
$2.37K ﹤0.01%
+295
940
$2.33K ﹤0.01%
+54
941
$2.31K ﹤0.01%
+75
942
$2.3K ﹤0.01%
+12
943
$2.27K ﹤0.01%
+31
944
$2.22K ﹤0.01%
+32
945
$2.2K ﹤0.01%
+78
946
$2.2K ﹤0.01%
+219
947
$2.18K ﹤0.01%
+9
948
$2.16K ﹤0.01%
+11
949
$2.16K ﹤0.01%
+34
950
$2.15K ﹤0.01%
+250
36 37
38
39 40