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
$295M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Sells

1 +$11.2M
2 +$6.14M
3 +$1.4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$808K

Sector Composition

1 Technology 6.84%
2 Healthcare 3.29%
3 Financials 2.59%
4 Consumer Discretionary 2.11%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$181K 0.06%
1,070
-35
177
$178K 0.06%
+489
178
$168K 0.06%
4,004
-1,789
179
$165K 0.06%
+1,111
180
$164K 0.06%
+3,265
181
$160K 0.05%
+5,057
182
$153K 0.05%
+880
183
$142K 0.05%
+626
184
$128K 0.04%
+823
185
$126K 0.04%
+2,817
186
$125K 0.04%
+2,800
187
$120K 0.04%
+1,771
188
$107K 0.04%
+1,341
189
$107K 0.04%
+1,655
190
$104K 0.04%
+604
191
$93.5K 0.03%
+573
192
$93.5K 0.03%
1,219
-2,818
193
$86.7K 0.03%
+1,725
194
$86.7K 0.03%
+1,064
195
$85.1K 0.03%
+832
196
$84.9K 0.03%
+545
197
$79.3K 0.03%
+602
198
$75.6K 0.03%
+1,098
199
$75.5K 0.03%
+976
200
$73.6K 0.03%
+186