OWA
Opal Wealth Advisors Portfolio holdings
AUM
$360M
This Quarter Return
-7.49%
1 Year Return
+11.81%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-27%)
Cap. Flow
-$32.1M
Cap. Flow
% of AUM
-27.9%
Top 10 Holdings %
Top 10 Hldgs %
63.66%
Holding
134
New
7
Increased
46
Reduced
45
Closed
30
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$1.59M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
$508K |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$393K |
| 4 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$392K |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$380K |
Top Sells
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Healthcare | 6.3% |
| 3 | Consumer Discretionary | 4.84% |
| 4 | Financials | 3.68% |
| 5 | Communication Services | 2.97% |
