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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
$311M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,276
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.21M
3
+$778K
4
LRGE icon
ClearBridge Large Cap Growth Select ETF
LRGE
+$535K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$472K

Top Sells

1
+$5.62M
2
+$2.33M
3
+$1.04M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$887K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$752K

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
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