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
1026
$1.37K ﹤0.01%
+5
1027
$1.36K ﹤0.01%
+61
1028
$1.35K ﹤0.01%
+27
1029
$1.34K ﹤0.01%
+58
1030
$1.34K ﹤0.01%
+32
1031
$1.33K ﹤0.01%
+58
1032
$1.33K ﹤0.01%
+30
1033
$1.32K ﹤0.01%
+93
1034
$1.31K ﹤0.01%
+16
1035
$1.31K ﹤0.01%
+32
1036
$1.3K ﹤0.01%
+9
1037
$1.3K ﹤0.01%
+11
1038
$1.29K ﹤0.01%
50
-10
1039
$1.29K ﹤0.01%
+45
1040
$1.28K ﹤0.01%
7
+1
1041
$1.28K ﹤0.01%
+5
1042
$1.24K ﹤0.01%
+12
1043
$1.21K ﹤0.01%
+19
1044
$1.2K ﹤0.01%
68
+17
1045
$1.18K ﹤0.01%
20
-8
1046
$1.18K ﹤0.01%
+14
1047
$1.18K ﹤0.01%
+12
1048
$1.15K ﹤0.01%
+13
1049
$1.15K ﹤0.01%
10
1050
$1.15K ﹤0.01%
+62
40 41
42
43 44