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
1101
$824 ﹤0.01%
+2
1102
$819 ﹤0.01%
+7
1103
$819 ﹤0.01%
25
1104
$801 ﹤0.01%
+21
1105
$799 ﹤0.01%
+8
1106
$795 ﹤0.01%
+4
1107
$789 ﹤0.01%
+14
1108
$789 ﹤0.01%
+17
1109
$782 ﹤0.01%
+12
1110
$781 ﹤0.01%
+16
1111
$780 ﹤0.01%
+100
1112
$777 ﹤0.01%
+18
1113
$776 ﹤0.01%
+28
1114
$774 ﹤0.01%
+13
1115
$762 ﹤0.01%
+7
1116
$760 ﹤0.01%
+16
1117
$754 ﹤0.01%
+30
1118
$743 ﹤0.01%
13
-4
1119
$730 ﹤0.01%
+39
1120
$726 ﹤0.01%
+7
1121
$725 ﹤0.01%
19
1122
$718 ﹤0.01%
14
1123
$712 ﹤0.01%
10
-6
1124
$708 ﹤0.01%
+45
1125
$707 ﹤0.01%
+11
43 44
45
46 47