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
1051
$1.14K ﹤0.01%
+4
1052
$1.13K ﹤0.01%
+5
1053
$1.12K ﹤0.01%
+3
1054
$1.11K ﹤0.01%
+151
1055
$1.11K ﹤0.01%
+27
1056
$1.1K ﹤0.01%
+36
1057
$1.1K ﹤0.01%
+32
1058
$1.07K ﹤0.01%
+47
1059
$1.07K ﹤0.01%
+17
1060
$1.04K ﹤0.01%
+19
1061
$1.04K ﹤0.01%
+47
1062
$1.03K ﹤0.01%
+13
1063
$1.02K ﹤0.01%
+200
1064
$1.02K ﹤0.01%
+4
1065
$1.01K ﹤0.01%
+190
1066
$1.01K ﹤0.01%
+8
1067
$1K ﹤0.01%
+16
1068
$999 ﹤0.01%
+26
1069
$987 ﹤0.01%
+37
1070
$980 ﹤0.01%
61
-7
1071
$979 ﹤0.01%
+20
1072
$977 ﹤0.01%
+17
1073
$977 ﹤0.01%
+85
1074
$971 ﹤0.01%
+14
1075
$968 ﹤0.01%
+6
41 42
43
44 45