OWA
Opal Wealth Advisors Portfolio holdings
AUM
$360M
This Quarter Return
-3.74%
1 Year Return
+11.81%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-9.4%)
Cap. Flow
-$6.97M
Cap. Flow
% of AUM
-5.09%
Top 10 Holdings %
Top 10 Hldgs %
67.83%
Holding
120
New
10
Increased
50
Reduced
37
Closed
19
Top Buys
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$3.41M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1M |
| 3 |
Nuveen ESG Large-Cap Value ETF
NULV
|
$829K |
| 4 |
Tesla
TSLA
|
$697K |
| 5 |
Coca-Cola
KO
|
$623K |
Top Sells
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Healthcare | 4.37% |
| 3 | Consumer Discretionary | 2.17% |
| 4 | Financials | 2.01% |
| 5 | Communication Services | 1.75% |
