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
976
$1.91K ﹤0.01%
+50
977
$1.9K ﹤0.01%
+54
978
$1.89K ﹤0.01%
+53
979
$1.89K ﹤0.01%
+10
980
$1.88K ﹤0.01%
+10
981
$1.87K ﹤0.01%
+29
982
$1.87K ﹤0.01%
+12
983
$1.85K ﹤0.01%
+24
984
$1.85K ﹤0.01%
+9
985
$1.84K ﹤0.01%
+897
986
$1.82K ﹤0.01%
+54
987
$1.82K ﹤0.01%
+25
988
$1.82K ﹤0.01%
+63
989
$1.81K ﹤0.01%
+17
990
$1.81K ﹤0.01%
+10
991
$1.8K ﹤0.01%
+26
992
$1.8K ﹤0.01%
+29
993
$1.78K ﹤0.01%
+37
994
$1.77K ﹤0.01%
+28
995
$1.76K ﹤0.01%
+158
996
$1.75K ﹤0.01%
+22
997
$1.72K ﹤0.01%
+28
998
$1.7K ﹤0.01%
+10
999
$1.67K ﹤0.01%
+11
1000
$1.65K ﹤0.01%
+31
38 39
40
41 42