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
1201
$298 ﹤0.01%
+6
1202
$292 ﹤0.01%
+100
1203
$278 ﹤0.01%
+60
1204
$266 ﹤0.01%
+31
1205
$264 ﹤0.01%
+57
1206
$245 ﹤0.01%
+14
1207
$236 ﹤0.01%
+3
1208
$231 ﹤0.01%
+15
1209
$226 ﹤0.01%
+7
1210
$223 ﹤0.01%
+5
1211
$221 ﹤0.01%
21
1212
$215 ﹤0.01%
+16
1213
$181 ﹤0.01%
+100
1214
$179 ﹤0.01%
+10
1215
$175 ﹤0.01%
+10
1216
$166 ﹤0.01%
+4
1217
$165 ﹤0.01%
+12
1218
$155 ﹤0.01%
25
1219
$141 ﹤0.01%
+4
1220
$138 ﹤0.01%
+5
1221
$137 ﹤0.01%
+4
1222
$124 ﹤0.01%
+100
1223
$124 ﹤0.01%
+1
1224
$115 ﹤0.01%
+5
1225
$112 ﹤0.01%
+13
47 48
49
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