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

Top Buys

1 +$1.54M
2 +$1.19M
3 +$792K
4
LRGE icon
ClearBridge Large Cap Growth Select ETF
LRGE
+$559K
5
AAPL icon
Apple
AAPL
+$526K

Top Sells

1 +$5.62M
2 +$2.33M
3 +$1.05M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$880K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$753K

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
in Stake
Capital Flow
151
$236K 0.08%
+4,851
152
$235K 0.08%
3,268
-4,655
153
$235K 0.08%
775
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154
$234K 0.08%
2,408
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155
$232K 0.07%
1,313
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156
$232K 0.07%
2,291
-399
157
$231K 0.07%
5,200
-24
158
$223K 0.07%
+4,589
159
$219K 0.07%
1,505
-61
160
$219K 0.07%
5,264
-57
161
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1,276
-178
162
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3,718
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163
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164
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+4,604
165
$214K 0.07%
+3,212
166
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271
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167
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168
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169
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326
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171
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172
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777
-24
173
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+4,030
174
$208K 0.07%
698
-59
175
$208K 0.07%
3,545
+265