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
$158M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Sells

1 +$1.16M
2 +$593K
3 +$566K
4
T icon
AT&T
T
+$481K
5
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
+$430K

Sector Composition

1 Technology 7.95%
2 Healthcare 4.97%
3 Consumer Discretionary 3.93%
4 Financials 2.75%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$100K 0.06%
+10,125
127
$98K 0.06%
+3,134
128
-26,876
129
-5,729
130
-1,276
131
-1,757
132
-37,983
133
-23,578
134
-564
135
-4,827
136
-4,312
137
-2,112