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
$151M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$4.09M
2 +$706K
3 +$689K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$412K
5
PYPL icon
PayPal
PYPL
+$291K

Sector Composition

1 Technology 4.89%
2 Healthcare 4.29%
3 Consumer Discretionary 2.32%
4 Financials 1.95%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-634
127
-712