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
$92M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.27M
3
+$543K
4
AAPL icon
Apple
AAPL
+$449K
5
LMPX
LMP Automotive Holdings, Inc. Common Stock
LMPX
+$333K

Top Sells

1
+$670K
2
+$274K
3
+$251K
4
AMGN icon
Amgen
AMGN
+$249K
5
LULU icon
lululemon athletica
LULU
+$236K

Sector Composition

1 Technology 8.04%
2 Healthcare 4.79%
3 Consumer Discretionary 4.45%
4 Communication Services 3.35%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.23%
+2,060
77
$212K 0.23%
10,000
78
$202K 0.22%
+486
79
$201K 0.22%
564
-5
80
$148K 0.16%
+1,000
81
$108K 0.12%
18,695
82
$96K 0.1%
+249
83
– –
-1,869
84
– –
-1,081
85
– –
-26,181
86
– –
-16,748
87
– –
-678
88
– –
-138
89
– –
-1,260
1 2 3
4