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
1001
$1.65K ﹤0.01%
+23
1002
$1.65K ﹤0.01%
+26
1003
$1.64K ﹤0.01%
+20
1004
$1.64K ﹤0.01%
+83
1005
$1.63K ﹤0.01%
+35
1006
$1.62K ﹤0.01%
+7
1007
$1.62K ﹤0.01%
15
1008
$1.61K ﹤0.01%
+18
1009
$1.6K ﹤0.01%
9
-3
1010
$1.6K ﹤0.01%
+28
1011
$1.6K ﹤0.01%
+9
1012
$1.59K ﹤0.01%
+583
1013
$1.59K ﹤0.01%
+12
1014
$1.54K ﹤0.01%
+100
1015
$1.53K ﹤0.01%
+9
1016
$1.52K ﹤0.01%
+80
1017
$1.51K ﹤0.01%
+275
1018
$1.51K ﹤0.01%
+13
1019
$1.48K ﹤0.01%
+6
1020
$1.48K ﹤0.01%
+10
1021
$1.47K ﹤0.01%
+53
1022
$1.45K ﹤0.01%
16
-816
1023
$1.43K ﹤0.01%
+47
1024
$1.42K ﹤0.01%
+81
1025
$1.37K ﹤0.01%
+10
39 40
41
42 43