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
$200M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.85M
3
+$1.1M
4
IBM icon
IBM
IBM
+$895K
5
UNH icon
UnitedHealth
UNH
+$715K

Top Sells

1
+$288K
2
+$243K
3
+$220K
4
ALC icon
Alcon
ALC
+$210K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$203K

Sector Composition

1 Technology 8.48%
2 Healthcare 4.67%
3 Financials 3.15%
4 Consumer Discretionary 2.66%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.14%
785
-93
102
$287K 0.14%
12,215
+3,135
103
$286K 0.14%
4,532
-67
104
$285K 0.14%
5,347
-268
105
$282K 0.14%
+6,490
106
$282K 0.14%
2,791
-7
107
$281K 0.14%
2,548
+108
108
$274K 0.14%
+1,297
109
$273K 0.14%
+3,748
110
$270K 0.13%
2,265
-407
111
$268K 0.13%
+5,477
112
$265K 0.13%
191
-19
113
$265K 0.13%
1,177
-44
114
$264K 0.13%
1,203
+141
115
$264K 0.13%
+2,768
116
$264K 0.13%
3,268
+86
117
$261K 0.13%
847
-39
118
$261K 0.13%
377
+19
119
$260K 0.13%
+4,499
120
$254K 0.13%
1,383
-103
121
$254K 0.13%
+2,130
122
$249K 0.12%
15,606
+4,322
123
$247K 0.12%
22,958
+46
124
$246K 0.12%
91
+4
125
$242K 0.12%
+1,137
3 4
5
6 7