OWA
Opal Wealth Advisors Portfolio holdings
AUM
$360M
1-Year Return
11.81%
This Quarter Return
-0.83%
1 Year Return
+11.81%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
-$3.42M
(-3.2%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
68.43%
Holding
94
New
9
Increased
27
Reduced
41
Closed
12
Top Buys
Top Sells
| 1 |
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
|
$1.63M |
| 2 |
Apple
AAPL
|
$1.31M |
| 3 |
Amazon
AMZN
|
$713K |
| 4 |
Home Depot
HD
|
$663K |
| 5 |
VanEck Gold Miners ETF
GDX
|
$661K |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Consumer Discretionary | 5.33% |
| 3 | Healthcare | 4.3% |
| 4 | Communication Services | 3.09% |
| 5 | Financials | 2.29% |
