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
$333M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

1 +$965K
2 +$559K
3 +$284K
4
CVS icon
CVS Health
CVS
+$279K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$268K

Sector Composition

1 Technology 9.15%
2 Financials 4.83%
3 Healthcare 2.66%
4 Consumer Discretionary 2.34%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$221K 0.07%
6,797
+305
177
$220K 0.07%
9,513
-1,738
178
$219K 0.07%
2,408
179
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3,017
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180
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1,025
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181
$212K 0.06%
+2,682
182
$211K 0.06%
2,335
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183
$210K 0.06%
1,260
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184
$208K 0.06%
429
-40
185
$208K 0.06%
1,110
186
$206K 0.06%
+2,307
187
$204K 0.06%
+829
188
$203K 0.06%
+2,565
189
$201K 0.06%
+1,530
190
$121K 0.04%
10,579
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191
$31K 0.01%
10,000
192
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193
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194
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195
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196
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197
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198
-429
199
-427
200
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