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
$200M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.85M
3
+$1.1M
4
IBM icon
IBM
IBM
+$895K
5
UNH icon
UnitedHealth
UNH
+$715K

Top Sells

1
+$288K
2
+$243K
3
+$220K
4
ALC icon
Alcon
ALC
+$210K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$203K

Sector Composition

1 Technology 8.48%
2 Healthcare 4.67%
3 Financials 3.15%
4 Consumer Discretionary 2.66%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.18%
10,019
+140
77
$356K 0.18%
+1,435
78
$352K 0.18%
+3,401
79
$351K 0.17%
5,072
-561
80
$330K 0.16%
+7,649
81
$330K 0.16%
+11,494
82
$326K 0.16%
7,186
+146
83
$322K 0.16%
+3,612
84
$322K 0.16%
699
+34
85
$321K 0.16%
3,431
+30
86
$318K 0.16%
3,002
-71
87
$317K 0.16%
3,248
+6
88
$315K 0.16%
+1,811
89
$315K 0.16%
+1,291
90
$311K 0.16%
5,934
+426
91
$310K 0.15%
725
-32
92
$307K 0.15%
+7,649
93
$302K 0.15%
644
-46
94
$299K 0.15%
4,673
+1,747
95
$294K 0.15%
406
-16
96
$294K 0.15%
2,822
+66
97
$293K 0.15%
+3,153
98
$293K 0.15%
7,879
+83
99
$293K 0.15%
836
-9
100
$290K 0.14%
7,398
+212
2 3
4
5 6