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OWA

Opal Wealth Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.04M
3
+$918K
4
KO icon
Coca-Cola
KO
+$691K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$590K

Top Sells

1
+$7.57M
2
+$3.98M
3
+$1.19M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$944K
5
FFA
First Trust Enhanced Equity Income Fund
FFA
+$742K

Sector Composition

1 Technology 4.8%
2 Healthcare 4.37%
3 Consumer Discretionary 2.17%
4 Financials 2.01%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
18,695
102
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-1,210
103
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-2,504
104
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-1,250
105
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-4,455
106
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-8,427
107
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108
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-2,529
109
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-2,891
110
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-2,260
111
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112
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113
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-2,508
114
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-68,686
115
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-45,438
116
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-20,149
117
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-102,841
118
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-2,371
119
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-3,248
120
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-10,125
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5